Guardians Of The (Trust) Galaxy: Trust Protectors Defined, Explained and Explored

Along with answering the question of “what is a trust protector?,” this presentation will provide insight into common use cases for a trust protector, best practices when acting as a trust protector, and potential liability of a trust protector. Withers attorneys, Jenny Bratt and Matthew Owens, will also discuss compensation for the trust protector and duties imposed on the trust protector by the trust instrument and the law. The trust protector role will also be compared and contrasted with other special fiduciary roles such as trust advisors, directed trustees, and special trustees. The presenters bring two different perspectives – one from an estate planner and from a trust litigator – that will leave the audience with a well-rounded understanding of the role of the trust protector in the trust galaxy.