Name
The Trust Protector: Trustee Watchdog or Expensive Exotic Pet?
Date & Time
Wednesday, March 8, 2023, 12:00 PM - 1:30 PM
Speakers
Karen L. Witherell - Bove & Langa Law Firm
Alexander A. Bove, Jr. - Bove & Langa Law Firm
Karen L. Witherell Alexander A. Bove, Jr.
Description


Many of us see the trust protector as a panacea for any current and future problems in an existing trust. While this may be true to an extent, serious questions remain as to a trust protector’s best use and the powers we give them.

This Summit session will review the current law and relevant cases regarding trust protectors, offer a sound basis for deciding whether to declare fiduciary status, and discuss important drafting issues to keep in mind to ensure flexibility in your document and avoid common pitfalls.
 

Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit