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Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Trust & Estates Law Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Trust protectors play a crucial role in long-running irrevocable trusts such as Dynasty Trusts (DTs) and Special Needs Trusts (SNTs) by providing oversight, ensuring flexibility, and safeguarding the beneficiary’s long-term interests. This webinar will explore the powers and limitations of trust protectors, their role in modifying trust provisions, replacing trustees, and responding to changes in laws or the beneficiary’s needs. We’ll also discuss best practices for drafting trust protector provisions and how their authority interacts with trustees and fiduciaries in the administration of DTs and SNTs in California. Join us to gain insights on when and how to incorporate a trust protector to enhance the effectiveness of irrevocable trusts.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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