Join Ian Hull and Jordan Atin for a practical discussion on interim distributions and the decisions estate trustees face when beneficiaries request their inheritance before an estate has been fully administered.

This session explores why an interim distribution may be appropriate, when it may be too early to distribute funds, and how estate trustees can determine what portion of the estate should be held back.

The speakers will discuss key considerations such as outstanding debts, taxes, expenses and potential claims, as well as the importance of maintaining an appropriate reserve. They will also explore how careful documentation and communication can help estate trustees balance beneficiary expectations with their responsibilities to the estate.