Advanced Estate Planning Summit - Spring 2023

Gain new insight and legal strategies for your law practice from some of the most prestigious estate planning experts presenting on timely topics at our Advanced Estate Planning Summit! The Trust Protector: Trustee Watchdog or Expensive Exotic Pet? Presented by: Karen L. Witherell, JD & Alexander A. Bove, Jr., JD - Bove & Langa Law Firm Many of us see the trust protector as a panacea for any current and future problems in an existing trust. While this may be true to an extent, serious questions remain as to a trust protector’s best use and the powers we give them. We will explore and learn the following to resolve these questions: Review the current law and relevant cases regarding trust protectors Sound basis for deciding whether to declare fiduciary status Important drafting issues to keep in mind to ensure flexibility in your document and avoid common pitfalls The New Normal for Charitable Tax Planning Presented By: Justin T. Miller, JD - Evercore Wealth Management, LLC