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Home / Archives for trust protector

Changing “Irrevocable” Trusts Through Use of a Trust Protector

November 2, 2021 by Brandon McGee

Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use of a trust protector may provide flexibility in an irrevocable trust to address these concerns. Read on to learn more. … [Read more...] about Changing “Irrevocable” Trusts Through Use of a Trust Protector

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, irrevocable trust, Trust modification, trust protector, trusts and estates

Trust Protectors Add Flexibility

June 21, 2020 by Brandon McGee

Trusts can be drafted to be quite flexible. This article examines how Trust Protectors can add flexibility to your trust. This added flexibility can increase the usefulness of your trust. Trust Protectors Add Flexibility … [Read more...] about Trust Protectors Add Flexibility

Filed Under: Estate Planning, Legal Education Tagged With: flexibility, trust protector

Estate Planning: The Simplest Plan is Usually Not the Best

June 12, 2020 by Brandon McGee

Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome. Estate Planning: The Simplest Plan is Usually Not the Best … [Read more...] about Estate Planning: The Simplest Plan is Usually Not the Best

Filed Under: Estate Planning, Legal Education Tagged With: decanting, estate planning, trust, trust protector

Use Trust Protectors for Added Protection and Flexibility

October 1, 2019 by Brandon McGee

Suit-For-All

Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add flexibility to your trust. This flexibility helps achieve your goals and can protect the beneficiaries and Trustee. Use Trust Protectors for Added Protection and Flexibility … [Read more...] about Use Trust Protectors for Added Protection and Flexibility

Filed Under: Estate Planning, Legal Education Tagged With: flexibility, trust protector

Estate Planning: Simple is not Always Better

March 1, 2018 by Brandon McGee

Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired protections. Estate Planning: Simple is not Always Better … [Read more...] about Estate Planning: Simple is not Always Better

Filed Under: Estate Planning, Legal Education Tagged With: decanting, estate planning, trust, trust protector

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TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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