Directed Trust Act


The Uniform Directed Trust Act (UDTA) addresses the rise of directed trusts. In a directed trust, a person other than a trustee has a power over some aspect of the trust’s administration. Such a person may be called a “trust protector,” “trust adviser,” or in the terminology of the UDTA, a “trust director.” The division of authority between a trust director and a trustee raises difficult questions about how to divide fiduciary power and duty. The Uniform Directed Trust Act provides clear, functional rules that allow a settlor to freely structure a directed trust while preserving key fiduciary safeguards for beneficiaries. The UDTA also provides sensible default rules for a variety of matters that might be overlooked in the drafting of a directed trust, including information sharing among trustees and trust directors, the procedures for accepting appointment as a trust director, the distinction between a power of direction and a nonfiduciary power of appointment, and many other matters.

Staff Contact

Benjamin Orzeske borzeske@uniformlaws.org


Enactment Status Map

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Legislative Tracking

2018 Introductions & Enactments
Connecticut SB 397  Introduced
Georgia HB 121 EfstrationEnacted
Michigan HB 6130 CalleyIntroduced
New Mexico SB 101 IngleEnacted


Drafting History

Origin: Completed by the Uniform Law Commission in 2017
Committee/Resources: Directed Trust Act