Seminar 5: Being an Effective Trustee and a Responsible Beneficiary
Overview
A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.
- Katherine Dunlevie, Executive Vice President, Managing Director, The Family Office at Synovus
- Ruth Easterling, Managing Director, Member Services, Family Office Exchange
- Charles B. Grace, III, Managing Director, Advisory and Education Services, Family Office Exchange
- Amy Griman, Chief Trust Officer, BMO Wealth Management - U.S.
- Gilbert Miller, Chair, Bradley-Turner Foundation, Gen 5, Bradley-Turner Family
- Tina Milligan, Managing Director, BMO Family Office