Avatar Avatar

Directed Trusts: The Veg-O-Matic™ of Estate Planning



Watch Now!
Recording and Slides are Available Here


Directed trusts have become routine, yet the concept turns about 600 years of trust law on its ear. There are unanswered questions about the use of directed trusts, and they’re replete with traps for the unwary. In their exclusive LISI Webinar, Paul Hood and Ed Morrow will take you through the Uniform Directed Trust Act (and identify some key differences in the laws of states that have a directed trust law) and highlight many of those unanswered questions, pointing out traps for the unwary and some solutions for those issues. IMPORTANT NOTE: Drafting Language will be provided!!!

Here's a brief list of what Paul and Ed will cover in their content-packled webinar: 

  • History of directed trusts
  • Duty to provide information to both the beneficiaries and the trust directors.
  • Duty to monitor, inform, warn and advise.
  • The ethical quandary of simultaneous representation of a trust director and a directed trustee.
  • Dealing with co-trustees.
  • What to do when the administrative trustee is directed to do something that the administrative trustee doesn’t believe is prudent.
  • The proper way to direct a directed trustee.
  • Types of trust director powers.
  • And much more!!! 

 



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.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar

Ed Slott

December 4, 2020 3:00PM ET - 4:30PM ET ET

‘Tis the Season for Gift Planning: Planning for lifetime transfers BEFORE Year-End 2020, A Special Rebroadcast

More Info
Avatar Avatar Avatar

Jerry Hesch, Alan Gassman and Brandon Ketron

December 4, 2020 1:00PM ET - 2:30PM ET ET

What The CRUT? Is It Time to Put One Up?

More Info
Avatar Avatar Avatar

Alan Gassman Michael Lehmann Brandon Ketron

December 4, 2020 11:00 AM ET - 12:30 PM ET ET

Time Sensitive Charitable Tax Opportunities: Technical Rules that Provide Solid Tax and Practical Opportunities for Taxpayers and their Charities and Family Members. A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Alan Gassman Jerry Hesch & Brandon Ketron

December 9, 2020 3:00PM ET - 4:30PM ET ET

PPP BORROWER TAX PLANNING---AVOIDING DISASTER AT THE INTERSECTION OF HWY 265 AND THE PPP EXPRESSWAY AFTER REVENUE RULING 2020-27 AND REVENUE PROCEDURE 2020-51 WHETHER AND WHEN TO DEDUCT, AND HOW TO HANDLE ASSOCIATED ISSUES - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

December 10, 2020 3:00PM ET - 4:30PM ET

Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client

More Info
Avatar Avatar

Paul Hood Ed Morrow

December 10, 2020 1:00PM ET - 2:30PM ET

Can YOU BDIT? BDIT's and BDOT's..."The Beneficiary Defective Inheritor's Trust" and "The Beneficiary Deemed Owned Trust." What are they? How do they work? Concerns and Best Practices"

More Info
Avatar Avatar

Ed Morrow Paul Hood

December 17, 2020 1:00PM ET - 2:30PM ET

Prescriptions for Donor’s Remorse: Using Disclaimers and Other Techniques to Hit the “Undo Button” on Taxable Gifts

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Bob Keebler

December 31, 2020 3PM 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Eric Green

January 8, 2021 3:00PM ET - 4:30PM ET ET

Dealing with an IRS Exam: From Initial Contact to Closing Agreement

More Info
Avatar

Eric Green

January 14, 2021 3:00PM ET - 4:30PM ET ET

The IRS Collection Process: From Billing Notice to Offer-in-Compromise Acceptance Letter

More Info
Avatar

Eric Green

January 15, 2021 3:00PM ET - 4:30PM ET ET

Criminal Tax for Accountants

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info