Articles

The Trustee's Role in Directed Trusts

Trusts, Estates & Tax Group partner Todd Flubacher authored ”The Trustee’s Role in Directed Trusts” featured in the December 2010 edition of Trusts & Estates Magazine.  David A. Diamond, head of J.P. Morgan Trust Company of Delaware, co-authored.

Click here to download the article that examines how trust law has evolved towards bifurcation of trustee functions between the trustee and a separate advisor.

Trusts & Estates is the monthly journal for estate planning and wealth management professionals.  Published since 1904, feature articles discuss estate planning and wealth preservation strategies and trends, paying particular attention to the impact of changes in U.S. Federal tax laws and IRS codes.  Monthly issues focus on new tax legislation, ethics, investments strategies, financial planning, elder law, charitable giving and financial services.

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Todd A. Flubacher, “The Trustee's Role in Directed Trusts,” Trusts & Estates Magazine (December 2010)

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