Hi Dereko
Yep we have advice on this and the process is underway. And yes this is the 1st time we've had this situation, last time we had a statement of wishes and the individual was single no kids and never been married. So very straight forward. Everything I read on the matter is very non committal in terms of "trustees have a wide discretion!" in such matters. I'm interested in hearing similar experiences from the forum members that have no specific interest or agenda to peddle.
I have always found a little independent research on the part of a trustee is a very good thing to insure that "other" interests (including those of the company & a HR department that can be less than capable) are not being served.