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Integrating Family Governance Into an Existing Estate-Planning Infrastructure

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Given the increasing popularity of family governance as a topic in wealth planning, there’s no shortage of articles reviewing its components and formal definition. Of course, the concept of family governance sounds appealing and aspirational, but practitioners understandably need to consider its practical implementation. With trusts already established, how can family governance take effect and not conflict with the rules and protocols already prescribed by the trust instruments?


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