Pushing the Envelope: Flexible Trust Laws Seeing More and More Uses
(On-Demand Session)


Are modern flexible trust provisions being used in ways not originally envisioned? When are beneficiaries and fiduciaries, and their counsel, seeking to “push the envelope” too far? This presentation will discuss the various ways of modifying trusts, the typical historical uses, tax and fiduciary responsibility implications, and the recent trends for more drastic changes.

David Diamond 
The Northern Trust Company of Delaware

Daniel Hayward 
Gordon, Fournaris & Mammarella, P.A.