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Description
Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We will discuss the unique drafting challenges, liability risks and other issues that arise in connection with directed trusts, including:
- State Laws and Desirable Governing Instrument Provisions Regarding Directed Trusts
- Ways to Divide Duties and Responsibilities of Trust Administration Between Trustee and Trust Protector
- Nature of a Trust Protector and Whether a Trust Protector is or Should Be a Fiduciary
- Potential Liability of Directed Trustees and Trust Protectors
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Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
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State CE Exceptions:
Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |