Drafting Directed Trusts


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.

If you’re unable to participate in this Live Webinar, this course is also available On-Demand.


Live Webinar/Rebroadcast – The live course is available on the webinar date and time listed below.
On-Demand – The original video and course material is available and accessible at your convenience.

To access the On-Demand version of this course, click the On-Demand Course button below.

On-Demand Course

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