Directed Trusts are a growing reality as more states adopt the Uniform Directed Trust Act. Delegated trusts are as old as the UPIA, but are you really prepared to confidentially articulate the difference between the two models? Most trust organizations are being asked to consider one or both of these options by someone in their market or the bank. This webinar will compare and contrast the role of a trustee in a directed trust and a delegated trust with the traditional discretionary trustee role. Additionally, the rising occurrence of trust protectors under state law will be addressed.
All participants in a trust organization need to be familiar with directed and delegated trusts and should attend this informative and practical webinar.
Attendees are eligible for free Continuing Education (CE) credits.