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Tag Archives: Trust Protector

Trust protector's powers

Trust Protector’s Power Tested in California Case

NewsletterBy Robert FlemingJune 10, 2018

We have written before about “trust protectors,” a relatively new concept in American trust law. Because there is not a lot of case law on the subject, the limits of a trust protector’s power (and duty) has not been well-established. Now a new California case fills in a little more detail. Trust protectors — a…

New Florida “Trust Protector” Case Shows How the Idea Can Work

Newsletter, Tucson Elder LawBy Robert FlemingDecember 7, 20141 Comment

DECEMBER 8, 2014 VOLUME 21 NUMBER 44 We’ve written several times about the relatively new concept of “trust protectors.” The idea is that a trust can be much more flexible if someone — necessarily someone who is entirely trustworthy — has the power to make at least some kinds of changes after the trust becomes…

Estate Planning: It Shouldn’t Be About the Lawyers

Newsletter, Tucson Elder LawBy Robert FlemingAugust 21, 2011

AUGUST 22, 2011 VOLUME 18 NUMBER 30 Of course it usually makes sense to place your estate planning wishes in the hands of your lawyer to make sure documents are correctly drawn and your wishes carried out. Lawyers can be very protective of what they perceive as their clients’ wishes and best interests, and sometimes…

What Is a Trust Protector? Do You Need One In Your Trust?

Newsletter, Tucson Elder LawBy Robert FlemingJune 26, 2011

JUNE 27, 2011 VOLUME 18 NUMBER 23 We have written before about Arizona’s new Trust Code, and the Uniform Trust Code on which it is based. The “new” law (it became effective on January 1, 2009, so it’s not that new any more) included a number of changes to the way trusts have worked in…

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