2022 Trust Examiner School - Presentations

Internal Use Only

Discretionary/Non-Discretionary

Discretionary: •Annual investment reviews required • Include more in account review sample •Distribution approvals • Investments within stated objectives

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Internal Use Only

Discretionary/Non-Discretionary

Non ‐ Discretionary: •Annual investment reviews not required • Include a few in account review sample •Co ‐ trustee account documentation

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