Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We will discuss the unique drafting challenges, […]
Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. Join us to discuss: Benchmarking your plan’s features against industry peers Identifying if plan fees are appropriate for your size Understanding if plan […]