Peter Horty presented at the Southern Delaware Estate Planning Council on February 27, 2009. Peter discussed Directed Trusts and the advantage of utilizing Delaware Trusts to satisfy estate planning goals. Delaware law permits total separation (bifurcation) of investment and distribution duties allowing for a wide selection of advisors. Delaware offers a favorable tax code and overall friendly business climate.

The Council is a group of estate planning professionals who meet monthly for educational and social programs that advance the study of estate planning. Members are drawn from varied estate planning disciplines including law, accounting, financial planning, banking, insurance and non-profit organizations.