Transcription of From: 2001 CTFA CONTINUING EDUCATION …
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From: 2001 CTFA CONTINUING EDUCATION …
USE AND ABUSE OF DISCRETIONARY DISTRIBUTION POWERS From: 2001 ctfa continuing education SEMINAR, MAY 24, 2001 Reprinted with permission: Thomas W. Abendroth, Schiff Hardin & Waite I. Introduction A. The trust professional's involvement with distribution standards takes place on two levels. 1. The trust professional may have an opportunity to be involved at the planning stage, in educating the client about the standards to be used for determining what distributions are appropriate and the impact of various alternatives.
USE AND ABUSE OF DISCRETIONARY DISTRIBUTION POWERS From: 2001 CTFA CONTINUING EDUCATION SEMINAR, MAY 24, 2001 Reprinted with permission: Thomas W. Abendroth, Schiff Hardin & Waite
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