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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.


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