Tips From the Pros: Diving Into Discretionary Distributions

Charles A. Redd discusses what’s arguably the most difficult judgment a trustee may face.

Discretionary distribution decisions are arguably the most difficult judgments faced by a trustee.  Conscientious trustees spend significant time analyzing the trust instrument’s1 dispositive provisions and gathering relevant information from beneficiaries to ensure they’re reaching appropriate conclusions regarding whether and how much to distribute.

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.