In an effort to continue to do our part in social distancing, we are offering our October 20th event as a call-in-from-home or office teleconference. This is only available to the first 15 RSVPs. Click the button below to RSVP to Dan Stanyon ASAP.

Cannon Teleconference: Trust instruments contain provisions conferring investment and distribution discretion on the Trustee and defining the extent of that discretion. The Trustee interpreting and implementing the trust instrument must engage in a delicate balancing of the intentions of the settlor and the current and anticipated future circumstances of the beneficiaries. In this teleconference, we will discuss the following important issues that arise in trust administration:

• Loans to Beneficiaries

• Administration of Trusts for Beneficiaries Dealing with Addiction

• Balancing Investment Performance With Beneficiaries’ Needs

• Administration of Digital Assets

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $15. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!