Discretionary distribution language implications and the rise of the letter of wishes. 2 November 2023

Host group
Host Left
Hosted by
STEP Mid-Atlantic
Event Type
Meeting/Seminar
Date
Venue

Stonehage Fleming Law US
1700 Market Street, Suite 3010
Philadelphia, PA 19103
United States of America

The panel will present on how to properly interpret the various discretionary distribution standards and how a letter of wishes can help personalize the application of these standards for clients. The conversation will explore onshore v. offshore perspectives as well as trustee v. attorney/client perspectives.

Panelists

  • Cindy Brown, Commonwealth Trust Company
  • Davide Elwell, Stonehage Fleming Law US
  • Peter Rosenberg, Stonehage Fleming Law US

Lunch will be provided.

RSVP ASAP to Maly Marsters to reserve your spot; the meeting is open to both STEP Mid-Atlantic members and nonmembers, please consider inviting persons who may be interested in STEP Mid Atlantic or the topic: [email protected]

(We are not planning to offer remote access).

Cost group
Schedule
12:00 - 13:30 EST
Contact
Maly Marsters
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