Topic
Directed Trusts
20 published works
Tucker Arensberg Blog
Pennsylvania Adopts Directed Trust Act, Modernizing Trust Administration and Enhancing Trustee Selection
Nora Gieg Chatha, nchatha@tuckerlaw.com, (412) 594-3940 In July 2024, Pennsylvania Governor Josh Shapiro signed the Pennsylvania Directed Trust Act, Senate Bill 1231 (now part of Act No. 64 of 2024, sponsored…
Archer Estate & Trust Litigation Law
Pennsylvania Amendments to Uniform Trust Act
New PA Directed Trust Act The Directed Trust Act (“DTA”), which goes into effect on October 13, 2024, is found in the new Subchapter H.1 of the PA Uniform Trust…
Future Focused
Directed Trusts in Connecticut
By Michael T. Clear, Matthew E. Smith, Ruth Fortune
A directed trust is a sophisticated planning technique that divides the traditional duties of a trustee among more than one person or institution. Unlike a standard trust with multiple co-trustees,…
Archer Estate & Trust Litigation Law
Melissa Dibble to Serve as a Speaker at ABA’s “Who is the Fiduciary? Traditional and Non-Traditional Roles in the Administration of Directed Trusts” CLE Seminar
Melissa Osorio Dibble, Partner in Archer’s Estate & Trust Litigation Group, will speak on an American Bar Association seminar focused on the roles of directed trustees and trust directors in…
Florida Probate & Trust Litigation Blog
What families, trust protectors, directed trustees, and the bankers and lawyers who work with them need to know about Florida’s new Uniform Directed Trust Act
The largest inter-generational wealth transfer in history will pass over $30 trillion in inheritance over the next few decades (others estimate the number will be more like $41 trillion or…
Wills, Trusts & Estates Prof Blog
Directions to Trust Directors of Directed Trusts
Directed trusts have been gaining popularity in recent years as many states allow someone other than the trustee the power over some aspect of a trust’s administration. The Uniform Law…
Wills, Trusts & Estates Prof Blog
Directions to Trust Directors of Directed Trusts
Directed trusts have been gaining popularity in recent years as many states allow someone other than the trustee the power over some aspect of a trust’s administration. The Uniform Law Commission…
Archer Estate & Trust Litigation Law
Melissa Dibble to Speak at American Bar Association’s 34th Annual Real Property, Trust & Estate Law National CLE Conference
Archer attorney Melissa Dibble will speak at the American Bar Association’s 34th Annual Real Property, Trust & Estate Law Virtual and In-Person National CLE Conference held from April 26-29, 2022 Melissa…
Archer Estate & Trust Litigation Law
Melissa Dibble Spoke at American Bar Association’s 34th Annual Real Property, Trust & Estate Law National CLE Conference
Archer attorney Melissa Dibble recently spoke at the American Bar Association’s 34th Annual Real Property, Trust & Estate Law Virtual and In-Person National CLE Conference held from April 26-29, 2022 Melissa…
Wills, Trusts & Estates Prof Blog
Enactment of FUDTA and CPTA Change the Rules on Florida Trusts
On June 29, 2021, Florida enacted the Florida Uniform Directed Trust Act (FUDTA) and the Community Property Trust Act (CPTA). According to Bilzin Sumberg: Florida will now have a more robust law…