Conference Materials

2019

Breakout Sessions - Uniform Directed Trusts

Wednesday, May 8, 2019 3:45 PM - 4:45 PM

Speaker

Geoffrey A. Madsen

Chief Executive Officer and Chairman
INDEPENDENT TRUST COMPANY OF AMERICA
Rapid City, South Dakota

Speaker Bio

Session Description

In addition to being chairman and CEO of the Independent Trust Company, Geoff Madsen fifth generation trust beneficiary who knows firsthand the complexities trust assets can bring to family relationships. In this session, we will explore how uniformly directed trusts can serve to align all parties with the grantor’s intent as well as beneficiaries, resulting in the opportunity for less conflict, and best practices for working with advisors and clients within a directed trust.

Session Material

Uniform Directed Trusts