Reading, Interpreting and Drafting Distributions Provisions That: Say What You Mean and Mean What You Say
Registration and cocktails
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, April 12th
You will be sent a return email confirmation.
About the Program
This presentation explores ways to improve communication between clients and their providers by concentrating on the content of trust documents and how they convey a grantor’s instructions, intent, values and perspective, with a particular focus on distribution language. We consider the necessary elements for a trust, tips for reading a document to better deduce a settlor’s intent, and look at actual examples of various trust clauses. Some of the examples are well constructed but we also look at mistakes in order to learn how to be better drafters and administrators. The ultimate goal is to help all practitioners who work with trusts, whether it be as trustee, drafting attorney, preparing fiduciary tax returns, or as an advisor to a fiduciary be better able to interpret a trust document, and to implement its settlor’s intent.
About the Speaker
Leslie provides advice on fiduciary administration and wealth planning. She writes and lectures on related topics for professional organizations in law, financial services, wealth planning, and for her former employer, Sentinel Trust Company LBA. She holds a JD from the University of Houston Law Center (1987) and a BA in Music and Education from Texas State University (1976).
Leslie joined Sentinel Trust in 2006 and stepped down in 2021 from her role as Chief Fiduciary Officer. Ensuring consistency and best practices, she also served its wealthiest clients and those with the most complex fiduciary needs and estate plans. To that role, she brought resources gained from prior fiduciary and banking experience, as a Market Trust Executive over a multi-state region for Bank of America, and as Assistant General Counsel and Trust Officer for a regional bank. Before that, from 1987-1994, Leslie practiced law in Houston in a firm focused on complex business litigation. She also taught as an Adjunct Professor at the University of Houston Law Center from 1988-2000. Today she serves private clients and is Of Counsel to Sentinel Trust.
Thank you to our Happy Hour Sponsor
Thank you to our Speaker Sponsor
