N9: Beneficiary War Stories - Epic Tales

When you've been chosen to act as the trustee of a trust, you must handle both money and people. You might be more worried about the financial part, but the people may prove to be the greater challenge. Your job as trustee will be infinitely easier (and you'll be far more effective) if, right from the start, you have cordial dealings with the trust beneficiaries. What common mistakes do trustees often make and how can you avoid them? Important considerations include selecting a trustee, planning for the distribution of wealth, funding your trust, consolidating your assets and how to prepare if you become incapacitated.

Purpose: Hear real beneficiary "war" stories

Facilitators: Dennis Landfried, Joe Cleveland, David Frye, Philip Fincher (Guest Presenters - FineMark Bank)