Gain a better understanding of directed trusts, how they are created, and what they are intended for.
Directed trusts are being used to add flexibility in administering a trust. In a directed trust, a trust protector, co-trustee, or other fiduciary may direct the trustee to perform certain actions to facilitate trust administration. As the laws surrounding directed trusts have evolved significantly, this topic will allow the practitioner to understand the uses of directed trusts and the advantages and pitfalls of such use.
Agenda
Faculty
Stacey Prince-Troutman
Akerman LLP
- Partner in the Orlando office of Akerman LLP
- Focuses her practice on administering estates and trusts; planning for wealth transfer and transfer tax minimization; drafting documents related to the formation, management, and succession of closely held entities; asset protection planning; and forming and obtaining tax exempt-status for 501(c)(3) charitable organizations
- Named to Florida Trend magazine’s Legal Elite list, 2016, and in Super Lawyers magazine as Rising Star, 2010 – 2012
- LL.M degree in taxation, University of Florida Levin College of Law; J.D. degree, cum laude, University of Florida Levin College of Law; B.S.B.A. degree, magna cum laude, University of Florida
- Can be contacted at 407-423-4000 or [email protected]
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