Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, August 30, 2013

CLE on Trust Protectors: When and How to Use Them

CLEThe American Legal Institute is offering a CLE program entitled, Trust Protectors: When and How to Use Them, on Wednesday September 4, 2013 at 11:00- 12:00 pm Eastern.  Provided below is a description of the event:

Why You Should Attend

Trust protectors, persons who essentially stand in the shoes of the settlor, were originally deployed in the context of offshore trusts to give settlors better control over assets and protection from creditors. More recently, trust protectors have been used to ensure that the settlor’s intent is being implemented even after death, and to provide flexibility in trust administration.

Join preeminent trust and estate experts, Kathleen R. Sherby, Justin T. Flach, and Professor Richard C. Ausness, as they explore when and how to use trust protectors in this audio CLE webcast from ALI CLE.

What You Will Learn

Topics include:

  • trust protectors: what they are (including definitions in both statutory and case law) and what they do
  • whether trust protectors are agents or fiduciaries, and for whom
  • pros and cons of using a trust protector (in addition to a trustee) for your clients who use trust agreements to manage and distribute their assets
  • standard of care applicable to trust protectors
  • essential trust provisions for defining within the trust instrument the scope of trust protector powers and duties

This replay was originally presented on July 26, 2012, and then again on June 21, 2013. Questions submitted during the replay of this program will be answered by email within two business days.

Need this information now? Purchase the on-demand archive of this program here. [please note: questions submitted during the on-demand are not guaranteed to be answered within 2 business days]


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