October 20, 2026: Best Designs for the Exercise of Discretion by a Trustee
Sponsored by: Dime Bank Trust Services
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
About the Program:
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.