Description

Explore this comprehensive guide to structuring a trust protector and directing party provisions into a trust or estate plan.Practitioners are increasingly encountering trust protector provisions in documents and cuttingedge practitioners are using trust protectors to add value and flexibility to the services they provide clients and customers. Unfortunately, there is a dearth of domestic (U.S.) case law interpreting state statutes. The various state laws differ and often laws between states conflict with one another. Understanding the role of the trust protector helps practitioners and related professionals responsible for client and customer matters understand what a trust protector is, what duties a trust protector has and does not have, and how a trust protector acts when needed. This information is critical to advise clients and customers now and in the future. Soon, use of trust protectors will become so ubiquitous that knowledge of these materials will likely constitute basic knowledge for many practitioners and related professionals.

Date: 2019-11-08 Start Time: End Time:

Learning Objectives