Trusts, Estates & Probate

Directed Trusts: Unlocking New Potential

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 56 minutes
David DePinto
Aaron Paker
With David J. DePinto from DePinto Faldetta, LLP + 1 other
Recorded September 25, 2025.
Product ID 100797

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Overview

Learn When and How to Use Directed Trusts

Directed trusts offer a powerful and flexible tool for estate planning, allowing the separation of fiduciary responsibilities and the customization of trust administration. Do you know how to make the best use of them in diverse client situations? We'll begin by examining the pros, cons, and requirements associated with directed trusts, then analyze the nuances of interstate trust administration and varied adoption by the states. A critical component of this course will focus on drafting essential trust terms and provisions, ensuring that practitioners can create robust and tailored directed trust instruments. Unlock new possibilities for estate planning with directed trusts - register today!

  • Craft for flexibility: explore the pros and cons of separating fiduciary responsibilities in trusts.
  • Compare directed and delegated trusts.
  • Draft effective trust terms and provisions for directed trust instruments.
  • Discuss how to modify and convert existing trusts for better fiduciary outcomes.

Abbreviated Agenda

  1. The Pros, Cons, and Requirements for Using Directed Trusts
  2. UDTA and the Differences in Its Adoption by the States
  3. Drafting Critical Trust Terms and Provisions (With Sample Documents)
  4. Dividing Fiduciary Responsibilities: Trust Director vs. Trust Protector (Case Law)
  5. Making Changes and Converting an Existing Trust Into a Directed Trust
  6. Using Directed Trusts to Plan for Special Needs and Other Specialized Purposes

Related Topics

Product ID 100797

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Pros, Cons, and Requirements for Using Directed Trusts

  2. UDTA and the Differences in Its Adoption by the States

  3. Drafting Critical Trust Terms and Provisions (With Sample Documents)

  4. Dividing Fiduciary Responsibilities: Trust Director vs. Trust Protector (Case Law)

  5. Making Changes and Converting an Existing Trust Into a Directed Trust

  6. Using Directed Trusts to Plan for Special Needs and Other Specialized Purposes

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, tax professionals, and paralegals will also benefit.

Speakers

David J DePinto
David J.
DePinto
DePinto Faldetta, LLP
Aaron D Paker
Aaron D.
Paker
Life Point Law
Speaker bio
David J DePinto

David J. DePinto

DePinto Faldetta, LLP
David DePinto

is managing partner at DePinto Faldetta, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely-held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation. Mr. DePinto also provides representation to guardians, trustees and other fiduciaries. He is an NYS certified public accountant and a certified elder lawyer, certified by the National Elder Law Foundation as accredited by the American Bar Association. Mr. DePinto is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. He earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.

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Speaker bio
Aaron D Paker

Aaron D. Paker

Life Point Law
Aaron Paker

came to his law career later in life. After a 13-year career in early childhood, including a Special Education Preschool dedicated to children with severe emotional and behavioral diagnoses, he needed a change. He trained as a paralegal and eventually became a Medicaid specialist at Life Point Law; however, upon becoming the firm's expert, he soon learned that he did not make a good paralegal who was expected by some of the, now former, attorneys to do as he was told and not as he knew was best for the clients. Three and a half years later, after not seeing his family or sleeping, he graduated from the Seattle University School of Law Part-Time Program; took the last Bar Exam before the Covid-19 waiver; and was sworn in by one of his professors in that professor's back yard. When not in the office his favorite pastime, other than hanging out with his wife and daughters, is cooking and he one day aspires to retiring from law so that he can open a "pay-as-you-can" nonprofit restaurant. Ask him nicely and he may send you a sample of his homemade rub or BBQ sauce.

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