Serve As 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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