Trustee and Beneficiary Relationship: Potential Conflicts

Описание: In this video, Amar Shah, CFA, CFP®, Founder of Client First Capital, and Jennifer M. McGibbons, Partner at Sullivan, McGibbons, Crickard & Associates, LLP, discuss some potential areas of conflict between trustees and beneficiaries. In this conversation, they discuss some examples of situations that may bring a higher risk for conflict and what steps might be taken to avoid or lessen potential conflict.

At Client First Capital, we help you build and maintain a secure financial future for your family by providing integrated wealth management solutions aligned with your values and family dynamics. Learn more at www.clientfirstcap.com.

Sullivan, McGibbons, Crickard & Associates, LLP represents individuals, families and fiduciaries throughout Southern California in the areas of estate planning, trust and estate administrations, and probate law. Learn more at www.smalawsd.com.

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