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Welcome & Discretionary Distribution Decisions (Panel)
Nevada Trust Panel - Discretionary Distribution Decisions
1:00 PM - 2:00 PM
Mon
Neopolitan I
Presenters
Blattmachr, Matthew
President & CEO
Peak Trust Company
Cuva, Jennifer A.
Director of Trust Administration, CTFA
Charles Schwab Trust Company
Monroe, Thomas J.
President and Board of Director
Laurel Trust Company
Moser, Ryan
Director/President
Seven Post Trust Company
Rosevear, Ann
President and Chief Trust Officer
Dunham Trust Company
Bull, Susan
Asst. Vice President & Senior Trust Officer
Bryn Mawr Trust Company
A look “behind the curtain” of discretionary distribution decisions: following policy, interpreting trust language, gathering data points, evaluating risk and finally getting to “yes” or “no” and the reasoning for the decision.