Beyond Boilerplate: Trust Protectors—Protecting What, Exactly?
Breakfast Meeting
Raymond C. Odom, Partner, Hoogendoorn & Talbot LLP
Wednesday, May 20, 2026
7:30 - 9:30 am at Maggiano's Skokie
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Trust protectors have become a standard feature in modern irrevocable trust design. This raises a fundamental question: exactly what are we asking trust protectors to protect us from?
This program discusses the evolution of Trusts and Trust Protectors, from offshore asset protection to their widespread use in domestic estate planning. Rather than treating carefully drafted trust protector provisions as the solution to an ill-defined problem, this presentation argues for a clearer articulation of grantor intent as the most effective framework for long-term wealth transfers.
The discussion concludes with Statements of Wealth Transfer Intent—a practical approach for expressing the trust’s purpose, priorities, and the trust protector’s role in long-term (deferred) wealth transfers.
Today's Speaker
Ray Odom brings more than three decades of experience in trust, estate, and tax law to his practice at Hoogendoorn & Talbot LLP-marking his second tenure with the firm. During his earlier years as an equity partner (1990-1994), he successfully resolved complex trust and estate disputes, administered probate estates and guardianships, and authored tax opinions that saved clients millions in federal estate and income taxes.
Throughout his career, Ray has guided individuals, families and charitable institutions through sophisticated wealth-transfer and estate-planning strategies. His work integrates deep technical knowledge of tax law and trust administration with a nuanced understanding of family-wealth dynamics and fiduciary governance.
Ray is a nationally recognized authority on Statements of Wealth Transfer Intent (SOWTI), Ray helps clients articulate and preserve the personal and philanthropic purposes behind their estate plans-bridging the gap between efficiency and legacy intent.
Thank You Meeting Sponsor
Location: Maggiano's, 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
Fees:
Agenda:
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