Nov 10, 2022
Do you have a client who's a beneficiary of a trust? Are you or your client a current or future trustee? Are you a fiduciary who's dealt with beneficiaries of all sorts?
Our guest, Chris Burt, attorney and Shareholder at BoyarMiller, joins us to deliver some great tips on avoiding the pitfalls that lead to conflict in a trustee/beneficiary relationship. Chris has years of experience in this field, and has broken down tips for improving this dynamic on both sides.
Unsurprisingly, the keys to success here are communication and transparency. Let's detail it a bit further.
What beneficiaries can do: