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November 9, 2018 – The Bespoke Protector: Tailoring the Role of Trust Protectors in Long Term Trusts
Date: November 9, 2018
Time: 10 a.m. – 12 p.m. (Mountain Time)
Credit Approval: 2 CLE Credits
Sponsored by the Estate Planning, Elder Law, Trust & Probate Section
The use of trust protectors in domestic trusts has exploded in recent years. Their popularity is reflected in the growing body of statutory recognition, extending beyond dedicated directed trust statutes to other states.
Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. Most importantly, the role of the protector is not a “one-size-fits-all” solution; the role must be tailored to the demands of each client’s plan.
In this session we will:
- Discuss the potential role of trust protectors in long-term trust design
- Examine U.S. case law and statutory law to understand planning options
- Develop a framework for organizing trust protector powers
- Consider important drafting issues for maximum impact
Matt McClintock is a founding partner of Evergreen Legacy Planning, LLP, a national law firm based in Evergreen, Colorado. He helps entrepreneurs and affluent individuals and families manage their affairs privately in protective, tax- efficient structures. Matt’s practice focuses on complex planning issues for business owners in disruptive industries, implementing creative legal solutions to maximize protection and privacy, and minimize tax liability. Matt is admitted to practice law in Colorado, Wyoming, and Alaska, and is available for co-counsel with other attorneys.
Matt enjoys listening and connecting deeply with people and helping them build legal solutions that help them pass on the stewardship, values, and humanity of who they are along with their financial wealth – however great or modest – when the time is right.
Matt is also a leading innovator in the role of trust protectors and advisors in long-term trusts and is a founder of Bespoke Protector Company, LLC. Bespoke Protector Company provides custom-tailored trust protector services including service as distribution trustee/advisor for a wide range of U.S. domestic trusts. When appropriate, Bespoke serves as a nonmember manager for LLCs in situations that demand a high level of privacy for affluent clients.
As a founder of the Rocky Mountain Blockchain Collaborative, Matt assists blockchain and cryptocurrency entrepreneurs navigate the law and develop strategies to build successful companies. The Rocky Mountain Blockchain Collaborative is a collaboration of independent legal and business innovators with a diverse background in business development, marketing, business startup and operations, intellectual property law, securities law, asset protection, privacy law, international and domestic trust and business law, and other sophisticated legal and business niches.
A 20-year veteran of the estate planning and trust administration industry, Matt focuses on long-term trust design & implementation, asset protection, and strategic business planning and succession. He is a member of the Colorado, Wyoming, and Alaska Bar Associations, WealthCounsel, and the Society of Trust & Estate Practitioners (STEP-Wyoming chapter). Matt speaks and writes frequently on a wide range of law-related topics.
Matt holds a Bachelor of Arts degree (Political Science) from the University of Central Oklahoma and a Juris Doctor from the University of Oklahoma College of law (2000).
Matt lives in beautiful Evergreen, Colorado. He is married, and has two grown (and amazing) daughters who are pursuing their own dreams helping those who cannot help themselves. Matt is an avid cyclist and a curious and relentless learner. He enjoys reading, writing, and spending time exploring the world.
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