How to Use Directed Trusts to Divide Trustee Responsibilities Strategically
Separating Investment, Distribution, and Administrative Roles for Greater Precision in Estate Planning As estate plans become more sophisticated, so do the expectations placed on trustees. In traditional trust structures, a single trustee is often responsible for everything—investment management, distribution decisions, tax reporting, compliance, and communication with beneficiaries. For complex estates, this “all-in-one” approach can create […]