Trust Protectors 101
This practical CLE course will equip you with the essential knowledge and skills to effectively advise clients, draft provisions, and administer trusts that include trust protectors. We will focus on the tangible aspects of incorporating trust protectors, including analyzing the critical powers to grant, understanding the fiduciary (and non-fiduciary) implications, and anticipating potential challenges. Learn how to draft precise and effective trust protector clauses, navigate the selection and appointment process, and confidently guide clients through the benefits and complexities of using this estate planning tool. Register today!
- Distinguish the role of trust protectors from trustees, settlors, and beneficiaries.
- Outline specific areas of oversight and accountability in the trust document.
- Learn how to communicate with fiduciaries and trust protectors more effectively.
Original: $199.00
-65%$199.00
$69.65Trust Protectors 101
This practical CLE course will equip you with the essential knowledge and skills to effectively advise clients, draft provisions, and administer trusts that include trust protectors. We will focus on the tangible aspects of incorporating trust protectors, including analyzing the critical powers to grant, understanding the fiduciary (and non-fiduciary) implications, and anticipating potential challenges. Learn how to draft precise and effective trust protector clauses, navigate the selection and appointment process, and confidently guide clients through the benefits and complexities of using this estate planning tool. Register today!
- Distinguish the role of trust protectors from trustees, settlors, and beneficiaries.
- Outline specific areas of oversight and accountability in the trust document.
- Learn how to communicate with fiduciaries and trust protectors more effectively.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
This practical CLE course will equip you with the essential knowledge and skills to effectively advise clients, draft provisions, and administer trusts that include trust protectors. We will focus on the tangible aspects of incorporating trust protectors, including analyzing the critical powers to grant, understanding the fiduciary (and non-fiduciary) implications, and anticipating potential challenges. Learn how to draft precise and effective trust protector clauses, navigate the selection and appointment process, and confidently guide clients through the benefits and complexities of using this estate planning tool. Register today!
- Distinguish the role of trust protectors from trustees, settlors, and beneficiaries.
- Outline specific areas of oversight and accountability in the trust document.
- Learn how to communicate with fiduciaries and trust protectors more effectively.
