Directed Trusts have transformed the trust world, changing how we build and manage trusts for the families we serve. Codified in a select few states – including South Dakota – Directed Trusts unbundle the traditionally rigid structure of asset management and trust administration, offering settlors, beneficiaries, and their advisors more direction, control, and flexibility than ever before.
As Directed Trusts evolve across the country, some states – such as California and Pennsylvania – are adopting their own versions of the concept. However, it’s vital to ensure these Directed Trusts function as intended.
Watch this video to learn more and if you have any questions, contact us at info@bridgefordtrust.com or call (605) 224-9189. You can also visit our website at www.bridgefordtrust.com.
