Talking Billions

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:
What are trusts, where did they come from, what purpose do they serve?
How trusts have changed over the years?
Two types of trusts: revocable and irrevocable
We’ll hear more about what it takes to be a good trustee and a good beneficiary?
Do trusts have to end?
How can we define a success of a trust?