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Trust Protectors: The Good, The Bad and The Ugly

SKU: EPP071
Total Credits
1 - 2
Price$100
  • Instant Online Access
  • All Your Devices
  • DVD & CDs
  • iOS & Android App
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Description

This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same.

In this session, you will learn:

  • Why should you use Trust Protectors?
  • Why should you not use Trust Protectors?
  • What powers are typically conferred on Trust Protectors?

The session will also contain a review of case law highlighting some of the problems and pitfalls encountered by persons who have served as Trust Protectors.

Lecturer Bio

Howard Krooks, Esq,

Howard’s practice is devoted to elder law and trust and estate matters, including representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives.

Howard is certified as an elder law attorney by the National Elder Law Foundation and currently serves as chair of the Florida Bar Elder Law Section and the board of trustees of the NAELA Foundation. Howard received the 2006 Outstanding Achievement Award from the New York Chapter of NAELA for serving as co-chair of a Special Committee on Medicaid Legislation formed by the NYSBA Elder Law Section to oppose New York Governor George Pataki’s budget bills containing numerous restrictive Medicaid eligibility provisions that, if enacted, would severely impact the frail elderly and disabled populations.

He was named Member of the Year in 2010 by the Florida Bar Elder Law Section for his work in obtaining Medicaid approval for the use of promissory notes in Medicaid planning.



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