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UID:6449-1759410000-1759415400@www.portlandtrust.com
SUMMARY:Directed Trusts Revisited
DESCRIPTION:This session will review the laws on the use of directed trusts\, with a particular focus on corporate trustees serving primarily as an administrative trustee with investment authority assigned elsewhere. \n\n\n\nDiscussion Highlights\n\n\n\n\nIdentify best practices and guidelines for serving as a directed trustee\, including do’s and don’ts to ensure compliance and effective trust management.\n\n\n\nLearn about the variations in state laws governing directed trusts and how these differences affect the roles and responsibilities of trustees.\n\n\n\nReview recent legal cases to understand the liability issues faced by directed trustees and the implications for trust administration.\n\n\n\nExplore effective drafting strategies for clearly defining and dividing trustee responsibilities in directed trusts.\n\n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nLive and Recording—CTFA 2.00\, CISP 2.00\, CRSP 2.00 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/directed-trusts-revisited/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
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