Please Join Us!
2026 Estate Planning Teleconference Series
October 20, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Best Designs for the Exercise of Discretion by a Trustee
The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries. In this webinar, we will examine various options for conferring fiduciary discretion consistent with the client’s objectives and good practice, including the following:
• Designing discretionary distribution language
• Incentive trust approaches
• Language that confers appropriate investment flexibility on the Trustee
• Drafting and defending reliance on exculpatory clauses
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE