[WSBAPT] Question re Trust Protector
Emily Tyson-Shu
emily at tysonshulaw.com
Wed Jun 14 13:43:13 PDT 2023
Dear Listserv,
I am not sure if my question was posted yesterday, so I am reposting my question here to give it another try. Apologies if this is a duplicate message to you.
A married couple would like to set up a trust for the benefit of their minor child upon their death. They have a list of trustees (family members) in mind, which will be named in order; yet, they'd like to have non-acting trustees to audit/review the disbursements made by the acting trustee on a regular basis. It sounds to me like an idea of trust protector, and I wonder if anyone has insights for a matter like this. Would be grateful to know what considerations should be accounted for and if there's any secondary resources that you would recommend.
Thanks in advance for your time reading this message!
Sincerely,
Emily Shu
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