
As fiduciary professionals, we’ve often confronted three questions in our practices:1
• How can more beneficiaries come to see their trusts as blessings rather than burdens?
• How can people living with trusts make sure that these trusts embody primarily human relationships and, only afterwards, legal relationships?
• If a trustee had to terminate a trust tomorrow and distribute its assets, how could both the trustee and the beneficiary feel more secure that the beneficiary could successfully integrate those assets into his life?
These questions arose from our many years of practice, both advising trust creators fired with the dream of establishing trusts that would stand the test of generations, as well as consulting with beneficiaries w...
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