Conference Materials

2022

Directed Trusts in Today's Fiduciary World

Tuesday, May 3, 2022 10:30 AM - 11:30 AM

Speaker

Todd Flubacher

Partner
MORRIS, NICHOLS, ARSHT & TUNNEL LLP
Wilmington, Delaware

Speaker Bio

Session Description

This session will provide an overview of directed trusts and the planning opportunities that are available with a directed trust structure. The presenter will compare various approaches to directed trust statutes, including the Uniform trust Code and Uniform Directed Trust Act, and discuss relevant case law, drafting tips, direction letters and administration.

Session Materials

Outline

Presentation

Presentation