Family Office Executives & Trustees - Trust Decanting Lessons

I am looking for panelists for an upcoming Mack Podcast discussion on Family Offices & Trust Decanting: When the Original Plan No Longer Fits Trusts may be designed to last for generations but families, tax laws, jurisdictions, assets, and circumstances don't stand still. I'm putting together a panel focused on the real-world experience of decanting trusts—less theory, more lessons learned from families and advisors who have actually been through the process. A few questions I'd like to explore: • What typically triggers a decanting conversation? • What problems are families actually trying to solve? • Decant, modify, change situs—or leave it alone? • How do you balance original settlor intent with today's reality? • What tax, GST, fiduciary, governance, and beneficiary issues matter most? • What have experienced practitioners seen go wrong? • What do families wish they knew before starting? • What trends are emerging as more multigenerational trusts encounter circumstances their original documents never contemplated? The goal is a candid experience share around best practices, mistakes to avoid, and lessons learned—not simply a technical discussion of trust law. I'm looking for family office executives, trustees, private client attorneys, tax advisors, and trust & estate professionals with meaningful firsthand experience. If you've been through a significant trust decanting—or know someone who has—I'd like to hear from you.