2021-07-14 18:55News

Personal Trust July 2021 Newsletter

This month’s Estate Planning Study, prepared by attorney Todd A. Flubacher, covers the utility and popularity of directed trusts.  More and more, clients seem to be resolving their concerns about trust-based wealth management by dividing administrative responsibilities among two or more fiduciaries.

Attorney Flubacher is a partner in the firm of Morris, Nichols, Arsht & Tunnel. Todd is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and he is also a member of the Society of Trust and Estate Practitioners. He is a recognized speaker, frequently appearing before professional and business audiences across the country, including ACTEC, the Heckerling Insti­tute, Notre Dame Tax & Estate Planning Institute, Estate Planning Councils, the Delaware Tax Insti­tute, and the Delaware Trust Conference.

I trust that you find this Study valuable as trust design continues to evolve.

 When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.

Read the July Newsletter Here

 



About TI-TRUST, Inc.

TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $12 billion in managed assets for individuals and institutions nationwide.

Contacts

Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd