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Discretionary Distributions

Discretionary Distributions

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members / $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Discretionary Distributions explains typical trust guidance and common discretionary standards that will help you and your team make sound decisions about trust distributions. This course covers discretionary distributions from the perspectives of the trust beneficiaries and with a focus on potential tax consequences of discretionary distributions. This course presents the proper techniques for documenting the discretionary distribution decision.
Objectives: 
  • 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
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.
Credit: AIB: 0; ICB: 1 CTFA(FID)
 
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008