There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
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
Customers Who Bought This Item Also Bought
(OnDemand) New Rules to Avoid Probate! Key Info on AB 2016 & Non-Probate Transfers of a Decedent’s Home up to $750,000
(OnDemand) Wine Law: An Introduction
(CLEtoGo (Podcasts)) Legal Ethics Briefing: A Look Back At 2021
(OnDemand) Recent Updates on Legal Malpractice Cases Against Real Estate Lawyers
(OnDemand) Biased? Me? A Study of Implicit Bias: How Psychology & Biology Affect Our Opinions and Actions
(OnDemand) Risk Mitigation For The Successor Trustee
(OnDemand) Feel Like an Imposter? Understand and Overcome the Fear That You’re “Not Enough”
(OnDemand) The Energy Edge: Four Strategies for Minimizing Attorney Burnout
(OnDemand) The Mechanics of Elder Abuse Restraining Orders: The Nuts and Bolts
(OnDemand) Hot Topics in Valuations as the December 31, 2025 Sunset for Gift, Estate, and Generation-Skipping Transfer Tax Exemptions Nears
(OnDemand) Heggstad Petitions: Procedure and Select Problems
(OnDemand) How to Handle Holdover Occupants of Trust and Estate Property, Eviction Proceedings, and Other Related Issues
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.
Adding Registration, Please wait...
