Ten Minute Interview: Use of Trust Protectors in Trust Instruments
Overview
Trust protectors are becoming an essential tool in modern trust planning. In this discussion, Brian Lucareli, Director of Foley & Lardner’s Private Client Services and Co-Chair of the Family Offices Team, interviews Jamil Daoud, partner in the Estate Planning Group, on how trust protectors—who are often experienced attorneys or CPAs—help preserve the settlor’s intent, adapt to changing laws and family dynamics, and reduce the risk of costly disputes.