Trust administration can be complex; there can be intricacies that lie beneath the surface that a trustee and/or the beneficiaries may overlook. Get the perspective from fiduciary advisors, how adversarial family dynamics, asset complexity, and wealth management and preservation for multiple generations can be more than a layperson trustee can effectively handle.
Bob Magielnicki, Esq. and Regan Lonchena, Esq., United Bank
Lisa H.R. Hayes, Esq., Gordon Feinblatt LLC