Midwest Trust Protectors
Dan J. Carwile, M.B.A., J.D.
Over 30 years of trust and investment management experience.[email protected] | 812.204.2385
Protecting Your Legacy
Indiana's 2019 Trust Protector law gives trusts greater flexibility to adapt to future changes and unforeseen circumstances while preserving the original intent of the trust creator.A Trust Protector may serve as an independent fiduciary who helps ensure the trust is administered according to its terms, safeguards the grantor's wishes, and protects the interests of beneficiaries. Choosing a qualified, impartial professional provides confidence that the trust will continue to serve its intended purpose for years to come.
Experience You Can Trust
With more than 30 years of experience in complex trust and estate matters, Dan Carwile provides knowledgeable, independent guidance as a Trust Protector or Co-Trustee.A professional Trust Protector can help ensure the creator’s wishes are carried out, protect beneficiaries’ interests, and provide flexibility when circumstances change. This may include changes in tax laws, family situations, or other unforeseen events.Dan can also help address disputes and trust modifications that a Trustee alone may not be able to resolve—potentially avoiding costly court proceedings.Whether serving as Trust Protector or Co-Trustee, Dan provides the experience, neutrality, and oversight needed to help protect the trust and its intended purpose for years to come.
Trust Protector Services
· Oversee actions of a Trustee.
· Resolve disputes to avoid Court costs.
· Add or remove Beneficiaries after the Trust is created.
· Adjust distributions based upon the needs of Trust Beneficiaries.
· Approve changes to the language of the Trust document.
· Address tax issues, special assets, and changes of circumstances.
· Terminate the Trust.
· Remove a Trustee.
Consultations and Pricing
Initial consultation is free. Upon acceptance, reasonable fees typically begin at two tenths of one percentage point of assets held in trust, and trend down to less than one tenth of one percentage point of assets held in trust.
Industry referrals and references available upon request.
Professional Tenure
Work Experience:
· Senior Vice President, Old National Trust Company, Evansville, Indiana.
· Executive Vice President, Integra Bank, Evansville, Indiana.
· Attorney, Bowers Harrison Kent & Miller, Evansville, Indiana.Education:
· Indiana University School of Law, Bloomington, Indiana. JD 1983.
· Indiana University Kelley School of Business, Bloomington, Indiana. MBA 1981.
· Manchester University, North Manchester, Indiana. BA 1976.
About Dan Carwile
Dan J. Carwile is an Evansville, Indiana resident. He is married to Cindy, a retired teacher,
and they have two adult sons and four grandsons.Dan is a trust and estate planning professional who holds a Masters in Business
Administration and Law Degree from Indiana University. He has over 30 years of experience in
the trust, estate, and financial planning areas.He is active in his community and church. He has served as Past Chairman of the Ascension
St. Vincent of Evansville Hospital Foundation; Past President of the Evansville Bar Association;
Past President of the YMCA of Southwestern Indiana; and Past President of the Rotary Club of
Evansville. He served as Chairman of the Pension Boards of the United Church of Christ, a $4 Billion benefit fund for over 20,000 pastors and lay employees.
