Trusts
Are you or your client a Trustee or a Beneficiary? The below offers ways to approach and more completely fill out both roles.
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…
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…
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…
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…
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,…
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.
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…
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 married is one of life’s great events. For estate planners,…
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…
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…
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,…
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,…
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…
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 as being “trusted advisors,” and families use trusts to hold and…
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 to a close. This group wasn’t reacting…
How to Start on the Path to Long-term Wealth Preservation and Growth
By Patricia M. Angus – Originally published in Private Wealth Management, 2005 Although each family is unique, all wealthy families face the challenges of how to preserve and build wealth over the long-term. Families struggle with managing property that is jointly…
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…
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…
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…
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…
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…
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…
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.
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….
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…
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…
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,…
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,…
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…
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…
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…
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…
How to Start on the Path to Long-term Wealth Preservation and Growth
By Patricia M. Angus – Originally published in Private Wealth Management, 2005 Although each family is unique, all wealthy families face the challenges of how to…
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…