Cummings & Lockwood

Connecticut Directed Trusts

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February 11, 2020

Author: Daniel P. Fitzgerald

In this video, Daniel P, Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, discusses the estate planning opportunities presented by the Connecticut Directed Trust Act. Specifically, he describes what a Directed Trust is, the typical roles Trust Directors will play, who will want a Directed Trust, and who can serve as a Connecticut Directed Trustee.  (2:38)