Wealth Transfer Between Generations, Primer for Trustees and Beneficiaries

In this episode of the podcast Talking Billions, Patricia talks with Bogumil Baranowski of Sicart Associates, LLC.

Together they explore:
Trusts: what they are, where they come from, purposes they serve.
How trusts have changed over the years.
Two types of trusts: revocable and irrevocable.
What it takes to be a good trustee and a good beneficiary.
If trusts have to end.
How we can define the success of a trust.