Trusts
Are you or your client a Trustee or a Beneficiary? The below offers ways to approach and more completely fill out both roles.
Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts
How Should Wealthy Parents Treat Wayward Offspring?
Tamarind Learning Podcast: The Beneficiary Primer
Tamarind Learning Podcast: The Trustee Primer
Weddings, Engagements and Prenups
21st Century Trustees
After the Plan: Guiding personal trustees: the challenge and some ways to address this
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
Planning Trust Administration to Avoid Conflict
Ten Facts Every Trust Beneficiary Should Know
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…
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…
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…
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: the challenge and some ways to address this
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…
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…