Directed Trusts are becoming a more widespread option for many individuals creating an estate plan. Unlike traditional trusts, which place all responsibilities on a single trustee, a Directed Trust divides duties for greater flexibility and oversight. In a Directed Trust, the trustee focuses on administrative tasks such as record-keeping, tax filings, and distributions. Meanwhile, a [...]
Often, parties come to mediation with a great deal of animosity toward the other side. This frequently results in a request that there be no opening session. I am a big proponent of opening sessions in which the parties can hear the factual and legal positions directly from the other side, in a conversational manner, [...]
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