ILS Speaker Series: Planning with Directed Trusts
January 14, 2026 @ 4:00 pm – 5:00 pm
Webinar Description
Directed Trusts: A Smarter Way to Plan for Modern Clients.
Directed trusts are a powerful—and often underutilized—planning tool that can help estate planning attorneys meet today’s realities: complex family dynamics, evolving asset classes, and heightened fiduciary risk. In this one-hour webinar, attorney Mary Vandenack explains what a directed trust is and why it matters—specifically how it separates traditional trustee responsibilities so that an administrative trustee can take direction from specialized “directors” or advisors over investments, distributions, special holdings, charitable decisions, and more.
You’ll gain practical guidance on when to recommend directed trusts for clients, along with drafting considerations that help avoid common pitfalls—like unclear authority, reporting gaps, and mismatched liability.
Mary also explores real-world applications, including planning for closely held businesses, concentrated stock, blended families, beneficiaries with special needs, and long-term multi-generational trusts—plus the strategic value of situs flexibility and jurisdictional options as laws continue to evolve.
Join us for a practical, attorney-focused session on how directed trusts can add flexibility, improve administration, and better align trustee responsibilities with real-world client goals.
InterActive Legal Speaker Series Presents
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
