ESTATE PLANNING COUNCIL OF SOUTHEAST DENVER

Presentation:

Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations

This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries' needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust's objectives effectively. This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, and risk management.

Presented By:

A special thank you to our generous 2025 sponsors:  

Meeting Schedule:

7:30 a.m. - 8:00 a.m.: Networking 
8:00 a.m. - 9:00 a.m.: Speaker presentation 

Meeting Registration:

Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.

Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." 

Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!