Understanding the Trust

Understanding the Trust

Five steps to make sure all the parties are educated, engaged and held accountable


Trusts are essential to high-net-worth families, not only for the transfer of wealth, but also for the transfer of legacy and family continuity. And yet, too often, there are serious gaps in education and understanding on the part of the grantors, trustees and beneficiaries. Grantors don’t fully understand the complexity of their situation,

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