Large Firm Service. Small Firm Attention.



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Date/Time

Date(s) - September 21, 2015
1:00 pm - 2:30 pm




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Description: Planners setting up trusts for beneficiaries with special needs know that because such beneficiaries are unlikely to be able to protect their interests, a trust protector is needed. But the planner should carefully consider just what is being “protected” and what trust provisions are needed to ensure that the protector, in name, is a protector, in fact. And should the protector be a fiduciary? All this and more will be discussed as we move the use of trust protector from the world of theory to the land of the practical. Bernard A. Krooks, Esq., will be a panelist on Trust Protectors for Individuals with Special Needs.


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