Best Practices Administering Trusts with Special Assets


Delaware law offers substantial investment flexibility with establishing directed trusts that allow corporate trustees to feel comfortable holding special assets. However, with this great power comes many unique challenges. This discussion will suggest best practices and regulatory requirements for onboarding, review and administration of trusts with special assets.

Phoebe Papageorgiou
American Bankers Association

Mark Doyle
Principal, Fiduciary Counsel
Bessemer Trust Company of Delaware, N.A.

Matthew P. D’Emilio 
Managing Member
McCollom D’Emilio Smith Uebler LLC