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Special Needs Planning & the Rise of Directed Trusts

This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning, and discusses the Uniform Directed Trusts Act.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Provider: IL NAELA
SKU: NAELA2401-R
$60.00 or 1.00 credits
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This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning. Discussion will center around the benefits of directed powers in drafting, the importance of relying on expertise as a fiduciary, and recent state adoptions and updates concerning the Uniform Directed Trust Act.

Jennifer Tindell,  Special Needs Trust Manager, Raymond James Trust, Atlanta

This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning. Discussion will center around the benefits of directed powers in drafting, the importance of relying on expertise as a fiduciary, and recent state adoptions and updates concerning the Uniform Directed Trust Act.

Jennifer Tindell,  Special Needs Trust Manager, Raymond James Trust, Atlanta

Products specifications
Program Date1/10/24
Products specifications
Program Date1/10/24
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