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free webinar

The Bespoke Protector: Tailoring the Role of Trust Protectors in Long Term Trusts

Tuesday, October 22
1:00-2:30 p.m. ET
MATTHEW T. McCLINTOCK, JD, TEP

Register by filling out the form!

this webinar starts in

2019/10/22 12:00 PM EST

What You’ll Learn in This Webinar

The use of trust protectors in domestic trusts has exploded in recent years. Their popularity is reflected in the growing body of statutory recognition, extending beyond dedicated directed trust statutes to other states.

Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. Most importantly, the role of the protector is not a “one-size-fits-all” solution; the role must be tailored to the demands of each client’s plan.

In this session we will:

  • Discuss the potential role of trust protectors in long-term trust design for seniors and their loved ones;
  • Examine U.S. case law and statutory law to understand planning options;
  • Develop a framework for organizing trust protector powers; and
  • Consider important drafting issues for maximum impact

About the Presenter

MATTHEW T. McCLINTOCK, JD, TEP
Partner, Evergreen Legacy Planning, LLP

Matthew T. McClintock lives in Evergreen, Colorado and focuses on the areas of estate planning, long-term trust design & implementation, planning for cryptocurrencies and other digital assets, business startup and transition, and domestic and international asset protection. He has a special interest in emerging technologies, blockchain development and cryptocurrency adoption, and is involved in developing legislation and legal solutions for leaders in disruptive tech companies. Matt is a frequent presenter and author, usually on those areas of law and their impact on individuals, families, and businesses.

He is a member of the Colorado Bar Association, the Wyoming Bar Association, the Alaska Bar Association, the Society of Trust & Estate Practitioners, and WealthCounsel. He also volunteers on the board of directors for Team Evergreen, the oldest and largest cycling club in Colorado.

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