Emerging Directed Trust Company Model

Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles of state trust law related to directed trusts.1 The directed trust model threatens to undermine the market share and pricing power of traditional bundled trustee service firms. The emergence in several progressive trust jurisdictions of upstart

Much has been written about modern “multi-participant trust” governance structures (sometimes called “open-architecture trust designs”) and evolving principles of state trust law related to “directed trusts.”1 The directed trust model threatens to undermine the market share and pricing power of traditional bundled trustee service firms.

The emergence in several progressive trust jurisdictions of upstart nondepository public directed trust companies (DTCs) is a disruptive fo

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