Wealth and Law

Wealth and Law


Directed Trustees

September 28, 2021

Jenna Rubin joins the podcast again to discuss Florida’s new directed trustee statute. She, Brent, and Rachel dig into the new law and talk about using trust protectors, structuring trusts to be effective, issues that can arise with directed trustees or trust protectors, and what the future holds for Florida trust planning.

You can catch Jenna’s prior episode here: https://wealthandlaw.com/2020/05/06/episode-8-electronic-wills/

Jenna is a partner at the law firm Gutter, Chaves, Josepher, Rubin, Forman, Fleisher, Miller P.A. in Boca Raton, Florida. She is a Harvard Law graduate, and a graduate of Northwestern University. She can be found at https://floridatax.com/lawyers/jennarubin/, and she blogs at http://home.rubinonprobatelit.com/.