Daniel F Lindley

Daniel F Lindley

March 18, 2019 | New York Law Journal

Teaching Your Old Trust New Tricks

Irrevocable trusts often leave the trustee with limited flexibility to address unanticipated circumstances, investment challenges, or outdated administrative provisions. There are, however, techniques for improving this situation, the availability of which depends upon the jurisdiction governing the trust. This article compares the options under New York and Delaware law.

By Daniel F. Lindley and Elisa Shevlin Rizzo

8 minute read