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The Role of Trust Protectors and Special Fiduciaries $149.00



Copyright: December 2011
Product ID#: 58432DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: The Role of Trust Protectors and Special Fiduciaries, held December 2011.

Program Description

Why have another "cook in the kitchen?" What can trust protectors do that trustees can't? This highly underrated tool helps build flexibility into a trust without breaking the arm's length rule. Find out how to advise clients on when they could benefit from one and learn to document trust protectors' powers and function to ensure proper execution of the job. Expand your trust and estate planning expertise - order today!


Course Content
  1. The Three Most Important Drafting Options for Trust Protector Provisions and How to Easily Explain Them
  2. How to Determine if the Trust Protector Should have a Fiduciary Duty and Why this Matters to Clients, Beneficiaries, and Protectors
  3. Best Practices for Replacing Trust Protectors for Long Term and Multigenerational Trusts
  4. How the Use of Trust Protectors Coordinates with Beneficiary Powers to Fire and Replace Trustees
  5. Benefits of Family Meetings Combined with Trust Protectors
  6. Pitfalls of Using Related Parties as Trust Protectors
  7. What to do When the Clients' Goals are Asset Protection and Divorce Protection
  8. How to Clarify Protectors to Clients and Draft the Right Provisions
  9. Ways to Use Trust Protectors to Your Advantage and Create New Clients, Referrals, and Work
  10. How to Help Clients Select the Trust Protector and Successors Without Triggering Complaints
  11. How to Develop Trust Protector Forms, Reports, Checklists, Forms and Options that Really Work

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK12/28/2013
CLE 1.50AZ12/28/2013
CLE 1.50CA12/28/2013
CLE 2.00CO12/28/2013
CLE 1.50CT12/28/2013
CLE 1.50DE12/28/2012
CLE 1.50GA12/28/2012
CLE 1.50HI12/28/2013
CLE 1.50ID12/28/2013
CLE 1.50IL12/27/2013
CLE 1.50KY06/30/2012
CLE 1.50ME12/28/2013
CLE 1.80MO12/28/2013
CLE 1.50MP12/28/2013
CLE 1.50MT12/28/2013
CLE 1.50NC12/31/2012
CLE 1.50ND12/28/2013
CLE 1.50NE12/28/2012
CLE 1.50NH12/28/2013
CLE 1.80NJ12/28/2012
CLE 1.50NM12/28/2013
CLE 1.50NV12/28/2013
CLE 1.50NY*12/28/2013
CLE 2.00OK12/28/2013
CLE 1.50OR11/10/2012
CLE 1.50PA12/28/2012
CLE 1.50RI12/28/2013
CLE 1.50TN12/27/2012
CLE 1.50TX11/30/2012
CLE 1.80VI12/28/2013
CLE 1.50VT12/28/2013
CLE 1.50WA12/28/2014
CLE 1.50WI12/31/2012
CLE 1.80WV12/28/2013
CLE 1.50WY12/28/2014

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

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