The Engaged Beneficiary: What You Need to Know
Overview
What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.
- Robert Hammett, Vice President, ChiFam LLC
- Stephanie Hammett, ChiFam LLC, NextGen
- Sarah Kerr Severson, Partner, Schiff Hardin, LLC