Strafford Webinar: Structuring Trusts, Bifurcating Functions and Converting Existing Trusts into Directed Trusts


Todd Flubacher, partner in Morris Nichols Trusts, Estates and Tax Group, will serve as a featured panelist for the Atlanta-based Strafford Publications live webinar/teleconference Structuring Trusts, Bifurcating Functions and Converting Existing Trusts Into Directed Trusts on Tuesday, March 27, 2012, at 1:00 PM EDT.

The 90-minute CLE webinar will prepare estate planning counsel to identify opportunities for directed trusts from the perspective of the estate planning attorney and trustee. The panel will outline ways to structure and craft directed trusts, bifurcate functions and convert an existing trust to a directed trust.

Program outline:

I.        Directed trusts
            a.    Overview
            b.    Strategies
II.        Directed trust statutes and the Uniform Trust Code
III.       Drafting considerations
IV.       Direction letters
V.        Bifurcating directed functions
VI.      Convert an existing trust into a directed trust
            a.    Decanting
            b.    Amendment
            c.    Consent settlement
            d.    Judicial modification
            e.    Moving the trust between jurisdictions
VII.      Directed trusts from the trustee’s perspective

Joining Todd will be co-panelists Richard W. Nenno, Managing Director and Trust Counsel, Wilmington Trust Company, Wilmington, Del., David A. Diamond, Managing Director and President, J. P. Morgan Trust Company of Delaware, Newark, Del.

Click here to learn more or to register.

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