This presentation will provide an overview as to the current opportunities available in the directed trust arena.  While originally utilized primarily for unique investment strategies, the world of directed trusts has expanded significantly.  Directed trusts are also used by families to separate responsibilities like distributions, beneficiary notification, valuation, tax reporting, and trust instrument amendment.  They can allow greater familial control, reduce trustee fees, and provide greater flexibility when deciding to change investment strategies.  Forty three states currently have directed trust statutes, with varying approaches to the directed trust model.  Come learn how your clients can benefit from the opportunities available when planning with a directed trust.
The presentation will cover:

• • Understanding what a directed trust is and what opportunities it presents;
  • An understanding of the differences between the Restatement of Trusts Approach, the UTC Approach, and the Stand Alone Statutory Approach;
  • Hear an overview of the new UDTA Approach to directed trusts;
  • Review the relevant case law;
  • Understand the difference between delegation, consent and direction in the adviser context;
  • Drafting tips for working with directed trusts;
  • Understanding direction letters and how to use them effectively (including some sample letters); and
  • How to convert an existing trust to a directed trust.

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

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