Events
Webinar: Trust Protectors in Long-Lasting Trusts: Oversight, Authority, and Best Practices
October 28 @ 12:00 pm – 1:00 pm
1 Participatory MCLE Credits; 1 Legal Specialization in Estate Planning; Trust & Probate Law
Trust protectors play a crucial role in long-running irrevocable trusts such as Dynasty Trusts (DTs) and Special Needs Trusts (SNTs) by providing oversight, ensuring flexibility, and safeguarding the beneficiary’s long-term interests. This webinar will explore the powers and limitations of trust protectors, their role in modifying trust provisions, replacing trustees, and responding to changes in laws or the beneficiary’s needs. We’ll also discuss best practices for drafting trust protector provisions and how their authority interacts with trustees and fiduciaries in the administration of DTs and SNTs in California. Join us to gain insights on when and how to incorporate a trust protector to enhance the effectiveness of irrevocable trusts.
Speaker: Ellen Sarah Cookman
Non-Member Price
$75
Member Price
$55
At Cookman Law, we’re passionate about helping families with loved ones who will need extra support after the parents are gone. We help parents design an estate plan and build a professional team that provides scaffolding for their loved ones to thrive, ensuring financial security and protection. We then continue supporting families through our Client Care Plan, keeping their estate plan up to date as their needs evolve. When the time comes, we assist with trust administration, ensuring assets are transferred smoothly and securely to the next generation.
Ellen Cookman is the principal attorney of Cookman Law and a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law and her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband and their two boys (her older son has high-functioning autism), a Siberian husky mix named Rosie, and a kitty named Skittles.
We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.