OBA Trusts & Estates Law PROGRAM | 12:00 PM to 1:30 PM (ET)

Trustee decision-making is a vital component of any trust, whether it’s an inter vivos trust (like an alter ego trust or family trust) or a trust created by a will (i.e. a testamentary trust). Many trusts afford trustees a wide latitude of discretion with respect to both their power to manage trust property, and their ability to determine when and to which beneficiaries to distribute trust property. The limitations on this discretion require a careful analysis of the relevant trust instrument, pertinent statutory provisions, and the broader common law.

Join our expert faculty for a deep dive into the discretionary powers of trustees, including: 

• the lengths and limitations of trustee decision-making;
• key considerations for drafting trustee powers in trusts and wills;
• advice for advising trustee clients who are administering a trust; and
• best practices for managing conflict among trustees and/or beneficiaries who may take issue with trustee decisions. 

Whether you are dealing with trust and estate planning, administration, or litigation, you won’t want to miss this essential program. Register now to secure your spot!

PROGRAM CHAIR

Demetre Vasilounis, Fasken Martineau DuMoulin LLP

PROGRAM SPEAKERS

Corina Weigl, Fasken Martineau DuMoulin LLP
Professor Albert Oosterhoff, WEL Partners
Thomas Grozinger, RBC Royal Trust
Brad Jesson, Northwood Family Office