Riverwater Partners invites you to a four-part CE luncheon series in partnership with and Cannon Financial, featuring estate planning attorney Clary Redd of Stinson LLP. Each session offers 1.5 hours of CE credit and lunch at The Milwaukee Club.

📍 Location: The Milwaukee Club | ⏰ Time: 11:30 AM | 👥 Limited to 50 guests per session

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OCTOBER 20, 2026

Best Designs for the Exercise of Discretion by a Trustee

The heart of trust administration is the Trustee’s thoughtful exercise of discretion. This session examines various options for conferring fiduciary discretion, including:

  • Designing discretionary distribution language
  • Incentive trust approaches
  • Language that confers appropriate investment flexibility on the Trustee
  • Drafting and defending reliance on exculpatory clauses

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DECEMBER 8, 2026

Ethics Dilemmas Arising in Various Joint Representation Scenarios

Concurrent representation of multiple parties may give rise to a host of ethics-related issues. This session provides focused attention on:

  • Relevant Model Rules of Professional Conduct
  • Identifying and navigating conflicts of interest
  • Confidentiality conundrums
  • Deep dive into engagement letters

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