Trustees and Beneficiaries

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Voices in Leadership with Jay Hughes: The Beneficiary’s Burden
Pitcairn
In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see
2021 Estate Planning Update
FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 55th Annual Heckerling
Private Trust Company Leading Practices: Designing a Governance Structure
Willow Street Group
A solid governance structure is critical to any private trust company’s long-term success. Through a thoughtful review that includes useful diagrams and outlines, learn the common
Family Inheritance: Does Fair Mean Equal?
Ascent Private Capital Management of U.S. Bank
Many families who have significant assets to pass on later in life or at death may think that being “fair and equal” in the treatment of family beneficiaries is an easy process. However,
Handle with Care: Planning for the Fragile Beneficiary
Greensfelder, Hemker & Gale
Estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with
Navigating Trustee Selection
Northern Trust
Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your
Getting Ready: What You Need to Know About Preparing Your Legacy Plan
Baker Hostetler
The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive
An Overview of Trusts & Trustees
Willow Street Group
When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals. In this overview, learn about why families form trusts, the
Excellent Opportunity: The Modern Dynasty Trust/Family Bank
South Dakota Trust Company LLC
A Dynasty Trust is often referred to as a family bank since it serves as a primary resource for the funding of the particular needs of a family's beneficiaries in successive generations.
Life Insurance Audits Versus Life Insurance Reviews
Stephen T. Herlihy, Wellspring Associates
A Life insurance audit is an everything-to-gain, nothing-to-lose proposition for a trustee of a trust that owns life insurance where significant planning is in place. A proper, thorough audit is