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Navigating Directed Trusts: Roles, Responsibilities, & Risks 2024

  • City:
  • Start Date:2024-10-31 09:00:00
  • End Date:2024-10-31 12:15:00
  • Length:
  • Level:Intermediate
  • Topics:Estates

$299.00 ProPass

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This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Pennsylvania adopted the Directed Trust Act on July 15, 2024. Directed trusts provide the opportunity to split trust functions between a trustee and one or more “trust directors.” Settlors can include provisions for family members to direct distributions to beneficiaries, for an outside investment advisor to direct the trustee’s investments, and appoint directors for other functions. Learn about this important modernization of trust law in Pennsylvania.

Faculty

Patti S. Spencer, Esq.

Patti S. Spencer, Esq., trusts, estates and tax attorney, is a nationally recognized author and educator. Ms. Spencer has been recognized by the legal profession for her educational commitment and her work with families, individuals, businesses, attorneys and accountants. She serves as a peer-nominated fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. Spencer serves private trustee and/or executor and as an expert witness in estate tax, estate planning, and fiduciary matters. She specializes in federal estate planning, gift and generation-, skipping tax planning, estate and trust administration, business succession planning, tax planning for qualified plan distributions, and fiduciary income tax, corporate tax planning.

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