Cannon Estate Planning Teleconference: Directed Trusts & Liabilities - 9/21

PNC's Private Bank Group, invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Directed Trusts:  Risks & Liabilities 

Tuesday, September 21, 2021

12:00 pm – 1:00 pm

Streaming access is available

 
Summary of Teleconference:

Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common.  Many states have adopted statues to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors Trustees and beneficiaries.  We will discuss the unique drafting challenges, liability risks and other issues that arise in connection with directed trusts, including:


Speakers will address:

  • State Laws and Desirable Governing Instruments Provisions Regarding Directed Trusts

  • Ways to Divide Duties and Responsibilities of Trust Administration Between Trustee and Trust Protector

  • Nature of a Trust Protector and Whether a Trust Protector is or Should Be a Fiduciary

  • Potential Liability of Directed Trustee and Trust Protectors.



Register for the teleconference by sending an email to jennifer.julius@pnc.com. 

Streaming information, as well as the teleconference material, will be sent to you by return email.

Earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.   This is no cost for this program. 

 

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Sarah Croft