Co-Fiduciary or Trust Protector

• Serve personally as co-trustee or co-executor with individuals, banks, trust companies, investment advisors, attorneys and accountants

• Serve personally as independent trust protector for domestic or offshore trusts; responsibilities could include:

• Ability to remove or replace trustees

• Ability to change trust situs in light of changes in law or otherwise in the best interest of
beneficiaries


• Ability to resolve deadlocks between trustees or disagreements between trustees and
beneficiaries


• Ability to monitor & control spending; approve extraordinary expenditures


• Ability to veto distributions (beneficiary incapacitated, being sued, divorcing, etc.) and
investment decisions based on experience, prudence and trust provisions


• Ability to terminate the trust if continuation not warranted

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