Trust Protectors in New York: Drafting MAPTs, SNTs and Other Irrevocable Trusts to Ensure Success

Program Description: Although New York does not have a clear statute covering “Trust Protectors,” courts have consistently upheld the creation of a “Trust Advisor” role to compliment the services of a Trustee. 

Elder Law and Special Needs Attorneys will learn: 

• Why Using Trust Advisors is in Your Clients’ Best Interest
• What Powers a Trust Advisor Should and Should Not Have
• Who Can Serve as a Trust Advisor 
• Drafting Trust Advisor Provisions to Preserve Medicaid and Governmental Benefits 
• Providing for the Future Appointment and Removal of a Trust Advisor 
• The Role of the Elder Law Attorney- Should You Serve, Appoint or Advise?

Presenter:
Louis W. Pierro
Pierro, Connor & Strauss LLC
Latham, NY