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Teaching Your Old Trust New Tricks: How to Modify an Irrevocable Trust

Irrevocable trusts could leave the trustee unable to cope with changing circumstances or investment challenges.

Daniel F. Lindley

Fiduciary Practice Executive, GFO
Daniel F. Lindley is the Fiduciary Practice Lead for the Global Family and Private Investment Office Services (GFO) group at Northern Trust.


Insights and guidance on asset location and withdrawal sequencing to improve portfolio allocations.

Equip your college-bound student with the necessary financial skills, healthcare designations and insurance coverage.

Caring For Your Assets – And Your Beneficiaries’ Financial Needs

One of the critical elements of creating a plan is to identify someone to stand in your shoes who will act in the best interest of your beneficiaries. Learn if a corporate fiduciary might be the right solution for you.