INSIDE THIS ISSUE

TRUSTS & ESTATES QUARTERLY

A PLANNER’S GUIDE TO THE LONG-AWAITED CALIFORNIA UNIFORM DIRECTED TRUST ACT
By David V. Khanjyan, Esq. and Michael J.M. Rosen-Prinz, Esq.
California has finally enacted legislation allowing for directed trusts. This article explains how directed trusts work, walks through the new law, reviews how directed trusts were used in California prior to the new legislation, surveys other states and how they deal with directed trusts, and offers some tips for the practitioner.
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ETHICA EX MACHINA OR: HOW I LEARNED TO STOP WORRYING AND LOVE CHATGPT | ETHICAL CONSIDERATIONS FOR TRUSTS & ESTATES ATTORNEYS USING GENERATIVE AI
By Adam F. Streisand, Esq., J.D. Rees, Esq., and Taylor L. Mangan, Esq.
As artificial intelligence becomes part of our mainstream, this article explores one of the most powerful tools available to practitioners today, which practitioners must learn to use responsibly and ethically or they otherwise do so at their peril.
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SPEARS V. SPEARS: A SHINY NEW OPTION FOR ENFORCING A CREDITOR’S CLAIM AGAINST A TRUST
By John Rueppel, Esq.
The Court of Appeal has clarified and broadened the procedural options available to a creditor seeking to reach trust assets and this article considers the history of the law and procedure for prosecuting a creditor’s claim and the specific impact of the Spears decision on that landscape.
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