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. […]

Protecting assets from a beneficiary’s divorce is a common concern of clients as they structure their estate plans. The common assumption is that irrevocable trusts for the benefit of an […]

This presentation will update attendees on 2025 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the […]