When reviewing the estate planning documents with our clients prior to their signing, one of the roles that regularly stumps people is the Trust Protector, which I call the Special Co-Trustee.    Most people are aware of many of the terms in the documents such as trustor, trustee and beneficiary and the roles these people serve.  However, the Special Co-Trustee can add flexibility to a trust for … [Read more...] about What is a Special Co-Trustee?