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Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries

Contains material from Jan 2018

Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries
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Review the issues to consider, the information to gather, and documents to prepare when making distributions from trusts and estates. What are the best practices not only to make distributions, but to make sure that the fiduciary is protected and the files are complete?

Includes: Audio Paper


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1. Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries (Jan 2018)

Arielle M. Prangner

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55 mins
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Session 1 —55 mins
Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries (Jan 2018)

Review the issues to consider, the information to gather, and documents to prepare when making distributions from trusts and estates. What are the best practices not only to make distributions, but to make sure that the fiduciary is protected and the files are complete?

Originally presented: Dec 2017 Estate Planning Workshop

Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX