Delaware trust law and court decisions have recognized the ability to delegate the investment responsibility in a trust arrangement. Most trustees in other states require that they be involved in all investment decisions.
Christiana Bank & Trust Company provides the facility for directed trust arrangements where an individual or a family desires to work with a trusted investment adviser but where a trust would be useful from a planning perspective.
Unlike many jurisdictions Delaware law permits the freedom to invest in higher risk assets if the trustee determines that including such securities would help meet the trust's overall investment objectives. The trustee may take into consideration the risk level of the entire portfolio, the anticipated life of the trust, the tax ramifications of an investment, the needs of the beneficiaries, and general economic conditions.
Similar support is available to individuals and families who wish to manage their own trust investments.
Christiana Bank & Trust Company's Delaware location, fiduciary experience and professional, capable staff are a resource that can be used by individuals, families and their advisers to implement a successful directed trust arrangement.
