Know Your Trustee Options – Select the Best Partner For You and Your Clients

The trust landscape is changing. Directed trusts, which allow families to direct the management and administration of trusts, are becoming more common in the industry. Understanding how this may impact your clients and how an independent trust partner supports your practice is crucial to your ongoing success. This session will explore the critical role that independent trust partners play in the directed trust industry and strategies to guide clients when selecting a suitable trustee for their estate plans. This session will explore the critical role that independent trust partners play in the directed trust industry, and strategies to guide clients when selecting a suitable trustee for their estate plans.

Learning Objectives:

• Identify key trends and their implications for estate planning using the structure and growth of the directed trust industry.
• Evaluate the role of independent trust providers in the administration of Directed Trusts.
• Implement effective strategies to assist clients in assessing an selecting a trustee that most aligns with their unique planning goals.