Topic
Directed Trusts
20 published works
Rubin On Tax
Q&A on Florida’s New Directed Trust Act
Below is a copy of article to be published this evening on Leimberg Information Services:Florida’s version of the Uniform Directed Trust Act (the “FUDTA”) has passed both houses of the…
Wills, Trusts & Estates Prof Blog
Article on Directed Trusts: A Primer on the Bifurcation of Trust Powers, Duties, and Liabilities in Special Needs Planning
William D. Lucius, Esq., and Shirley B. Whitenack, Esq., CAP, Fellow recently published an Article entitled, Directed Trusts: A Primer on the Bifurcation of Trust Powers, Duties, and Liabilities in…
Wills, Trusts & Estates Prof Blog
Article on Making Directed Trusts Work: The Uniform Directed Trust Act
John Morley & Robert H. Sitkoff recently published an Article entitled, Making Directed Trusts Work: The Uniform Directed Trust Act, Wills, Trusts & Estates Law eJournal (2018). Provided below is…
Wills, Trusts & Estates Prof Blog
Article on The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful Divided Trusteeship
John Morley & Robert H. Sitkoff recently published an Article entitled, The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful Divided Trusteeship, Wills, Trusts, & Estates…
Wills, Trusts & Estates Prof Blog
New Mexico Has Enacted the Uniform Directed Trust Act
New Mexico has enacted the Uniform Directed Trust Act (UDTA). Rob Sitkoff served as the drafting committee char, Turney Berry served as the co-chair, and John Morley was the reporter.…
Preservation | Family Wealth Protection and Planning
Corporate Trustee Series: Moving in the direction of directed trusts
It is common for clients to have established a long-lasting relationship with one or more investment advisors over their lifetime. This relationship is so strong that in their eventual demise,…
Florida Probate & Trust Litigation Blog
Estate Plans With Reins: Directed Trusts Allow Pinpoint Control of an Asset
Florida recently adopted it's own version of a "directed trusts" statute [click here]. And if you take a look at the agenda for the upcoming Florida Bar Trust Law Committee meeting…
Florida Probate & Trust Litigation Blog
What lawyers and trustees need to know about Florida’s new “Directed Trusts” statute
I've been a fan of the "directed trusts" idea from the time it was first talked up in the press [click here], through to its recent adoption here in Florida…
Florida Probate & Trust Litigation Blog
Are “directed trusts” coming to Florida?
I previously posted here the text of new legislation proposed by the Florida Bankers' Association to allow "directed trusts" in Florida. This type of legislation would allow Florida banks and trust…
Wills, Trusts & Estates Prof Blog
States Compete in Adopting Laws to Attract More Trust Business
This entry is based on Nora Lockwood Tooher’s article entitled Family Trusts Branch Out, Law. USA, Sept. 10, 2007.As trusts are becoming increasingly complex, more persons with diverse skills and…