CLE on Effective Use of Trust Protectors

The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Effective Use of Trust Protectors: An Evolving Role, Tuesday March 24, 2015, 12:30 – 1:30pm, online and by phone.  Here is why you should attend:

Not all roles for trust protectors are the same.  Issues can arise that need to be clearly, directly and completely addressed when designating a trust protector to serve.

Are there drafting traps that can cause issues when using trust protectors? How can a planner deal appropriately with the question of fiduciary liability? How do state statutes affect appointments of trust protectors?

Learn the latest developments in the role and use of trust protectors in this fast-paced discussion among estate planners with decades of experience interpreting complicated trust laws.

Topics to be discussed include:

• How state statutes affect the use of trust protectors
• Drafting tips to outline the scope of trust protector powers and duties
• How the use of alternate decision makers impacts the administration of trusts