March 2013
Recommended for:
Family office executives, trustees, trust grantors and beneficiaries
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related professionals) are educated about their respective roles, engaged in the trust process and are held accountable to ensure success over the lifecycle of the trust.
Originally published in the August 2012 issue of Trusts & Estates.