When you have a trust and family circumstances or trust law has changed such that its benefits are not being fully realized, you need flexibility to restore or enhance trust effectiveness.
A Trust Protector is your watchdog with legal power to assure needed changes can be made, that the trustee is doing the good job you expected, that beneficiaries are taken care of based on real life circumstances, that tax planning doesn’t miss a current opportunity. And, if it’s a South Dakota Trust, you can designate what is called a ‘Family Advisor’ to assume these tasks rather than the Trust Protector. Validation World has you covered for either role. Do contact us for a consultation.