Achieving Better Outcomes with Fiduciaries and Trust Protectors

Achieving Better Outcomes with Fiduciaries and Trust Protectors
Trust protectors are increasingly used to add flexibility and oversight to long term estate and disability planning. But when combined with traditional fiduciary roles, questions can arise about authority, accountability, and coordination. This session will explore when appointing a trust protector is appropriate, how to define powers and limits, and how to avoid drafting pitfalls that invite conflict. We’ll examine practical case studies relevant to aging clients, including trust modifications, beneficiary disputes, and incapacity planning.
199.00

Presenters

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Michele P. Fuller

Fuller Special Needs Law

Macomb, MI

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