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ITM TwentyFirst University focuses on life insurance education and provides TOLI trustees, attorneys, advisors, regulators and others with practical guidance to use in their practice. The course topics include real life case studies that can be applied to day to day situations. Subject matter is designed to help ensure that advisors can provide insureds and beneficiaries with exceptional support related to life insurance. From time to time, we also offer courses related to other unique assets or topics of interest to our clients. Our faculty consists of sought-after presenters who are experts in their related fields. Attendees are eligible for free Continuing Education (CE) credits. See specific courses for applicable CE listings.
Comparing the Discretionary, Delegated and Directed Trustee’s Role and the Trust Protector
Kevin Maas, Pohl Consulting and Training, Inc.
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.