Understanding the Role of the Trust Protector

• Overview
• Agenda
• Faculty
• Credits

Think of how far society and trusts have evolved in just the last 100 years. How can we anticipate what changes lie ahead of us from both a tax and nontax perspective? Is the movement toward multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and discuss how designing a trust with a trust protector, or an equivalent role and function, can protect against or deal with many of those problems. We will discuss the pioneering concept of rigid flexibility, offer illustrations of eight potential situations where a trust protector could be extremely helpful, and explain the difference between a fiduciary and nonfiduciary role for the trust protector. Finally, you will learn who the ideal candidate is to be your client's trust protector, and what qualifications and criteria might be used to find that individual or entity.

Faculty

John A. Warnick, Esq., Law Office of John A. Warnick

Registration

To register for this live audio conference please dial 1-866-411-6211.