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Presentations

A Trust Protector: The Clark Kent of Estate Planning

February 25, 2020

Jennifer Olk presented at the Milwaukee Mid-Winter Estate Planning Clinic.

Topics discussed:

  • Appointment of Trust Protector
  • Fiduciary or Nonfiduciary Capacity
  • Duties of Trust Protector
  • Liability of Trust Protector
  • Resignation and Release of Powers
  • Prohibited Actions
  • Other Provisions Applicable to Trust Protectors
  • Drafting for Trust Protectors
  • Using Trust Protector and Other Methods for Trust Modification

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