Trusts

Are you or your client a Trustee or a Beneficiary? The below offers ways to approach and more completely fill out both roles.

Resource Topics

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a family business realize it’s time to do some estate planning. Their email inboxes have been…

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Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Patricia’s essential guidebook is now available as an audiobook. Key concepts are distilled…

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How Should Wealthy Parents Treat Wayward Offspring?

by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them irresponsible. Patricia Angus and other experts offer advice on the delicate balance wealthy parents face…

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Tamarind Learning Podcast: The Beneficiary Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Beneficiary Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind…

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Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate,…

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Tamarind Learning Podcast: The Trustee Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

Read More about Tamarind Learning Podcast: The Trustee Primer

Corporate or Individual Trustee?

By Patricia M. Angus, published in NAPFA, February 2021 Selecting a trustee for family trusts is one of the most important decisions a client will make. This article offers some context and guidance on how you can help your clients make…

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Weddings, Engagements and Prenups

Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the knot. Settling down. Getting hitched. Taking the plunge. Regardless of what you call it, getting…

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21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea and makes it into a service or product that people will want even need, for…

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After the Plan: Guiding Personal Trustees

By Patricia M. Angus – Originally published on Wealth Management.com in May 2016. Many years ago, when I was a young lawyer, a new client, “Tom,” entered our offices. He was quite concerned—his friend, “Sam,” had appointed him as trustee…

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What Do Women Really Want? Estate Planning Tailored to Women’s Needs

By Patricia M. Angus – Originally published in Private Wealth Management in 2004 Sigmund Freud, who figured out a great deal about the human psyche, was unable to answer one key question: “What do women really want?” A century later,…

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Should Parents Tell Their Adult Children What’s in Their Estate Planning Documents? Yes.

By Patricia M. Angus – Originally published on Wealth Management.com in February 2015.  In general, transparency is the best approach. In general, I believe transparency is the best approach to estate planning when a client has adult children. Of course,…

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Planning Trust Administration to Avoid Conflict

By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize our widely recognized and accepted freedom of disposition. Within broad parameters, the law of trusts…

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Trust and Miracles

A simple test as useful groundwork for establishing a long-term relationship By Patricia M. Angus – Originally published in Trusts & Estates, May 2013 The word “trust” is used all the time in the private wealth management world. Firms advertise themselves…

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Now What?

The hard work has only just begun By Patricia M. Angus – Originally published in Trusts & Estates, January 2013 The collective sigh among lawyers, accountants and investment advisors across the United States was practically audible as Dec. 31, 2012 came…

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Ten Facts Every Trust Beneficiary Should Know

By Patricia M. Angus – Originally published in Private Wealth Management in 2003. After years of working with families to establish trusts, and with individual trust beneficiaries, it has become clear to me that there is a need for better…

Read More about Ten Facts Every Trust Beneficiary Should Know

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a…

Read More

Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to…

Read More

How Should Wealthy Parents Treat Wayward Offspring?

by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them…

Read More

Tamarind Learning Podcast: The Beneficiary Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…

Read More

Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family…

Read More
The Trustee Primer: A Guide for Personal Trustees

Tamarind Learning Podcast: The Trustee Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

Read More

Corporate or Individual Trustee?

By Patricia M. Angus, published in NAPFA, February 2021 Selecting a trustee for family trusts is one of the most important decisions a client will make….

Read More

Weddings, Engagements and Prenups

Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the…

Read More

21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea…

Read More

After the Plan: Guiding Personal Trustees

By Patricia M. Angus – Originally published on Wealth Management.com in May 2016. Many years ago, when I was a young lawyer, a new client,…

Read More

What Do Women Really Want? Estate Planning Tailored to Women’s Needs

By Patricia M. Angus – Originally published in Private Wealth Management in 2004 Sigmund Freud, who figured out a great deal about the human psyche,…

Read More

Should Parents Tell Their Adult Children What’s in Their Estate Planning Documents? Yes.

By Patricia M. Angus – Originally published on Wealth Management.com in February 2015.  In general, transparency is the best approach. In general, I believe transparency…

Read More

Planning Trust Administration to Avoid Conflict

By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize…

Read More

Trust and Miracles

A simple test as useful groundwork for establishing a long-term relationship By Patricia M. Angus – Originally published in Trusts & Estates, May 2013 The word…

Read More

Now What?

The hard work has only just begun By Patricia M. Angus – Originally published in Trusts & Estates, January 2013 The collective sigh among lawyers, accountants…

Read More

Ten Facts Every Trust Beneficiary Should Know

By Patricia M. Angus – Originally published in Private Wealth Management in 2003. After years of working with families to establish trusts, and with individual…

Read More