Discretionary Distributions

$135.00

SKU: 10156 Category: Tag:

Description

Explains typical trust guidance and common discretionary standards to make sound decisions about trust distributions. Covers discretionary distributions from the perspectives of the trust beneficiaries and with a focus on potential tax consequences of discretionary distributions, and presents the proper techniques for documenting the discretionary distribution decision.;
What You’ll Learn
After completing this course, students will be able to:

  • Describe typical trust guidance for discretionary distributions and common discretionary standards
  • Explain how trust beneficiary circumstances and taxes can affect discretionary distribution decisions
  • Describe the documentation requirements associated with discretionary distributions
  • Additional information

    Audience

    Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

    Length

    Approximately 40 minutes

    Credits

    1.0 CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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