This two part series will address many of the interesting and complex issues that arise from trustees making trust distributions to beneficiaries. The first part in this two part series will address the various standards in trusts for distributions (mandatory standards, complete discretion standards, unascertainable standards and ascertainable standards), tax issues involved in selecting a standard, and the meaning of health, education, maintenance, and support.

Date: Tuesday, May 18 2021
Time: 10:00 - 11:00 a.m. Central Time
Cost: Complimentary
Speaker: David F. Johnson

Continuing Education Credit Information:
This course is pending approval for MCLE credit by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour. This course is also pending approval for CTFA credit by the American Bankers Association.

Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors