Cannon Financial Institute

Comparing the Discretionary, Delegated, & Directed Trustee’s Roles and the Trust Protector

by

Join Cannon Subject Matter Expert, Duane Lee, and Industry Insider, Kevin Maas, as they compare and contrast the Discretionary, Delegated & Directed Trustee’s Roles in today’s environment against the backdrop of the Uniform Prudent Investor and Trust Codes. The duo will also be discussing the evolution of the role of Trust Protector as it encounters the ever-changing and evolving state laws and best practices. Registration Required

Register

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat