Drafting Directed Trusts (On-Demand)


Drafting Directed Trusts will include an overview of preparing trusts with investment or distribution direction, including coverage of trust protectors, family advisors, and other specialized fiduciaries or advisors. This course will also include a discussion of the difference between direction and delegation, typical powers given to advisors to direct trustees, and how to modify existing trusts to add directed trust provisions. Examples of specific provisions will be included.

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