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Webinar – Beyond the Plan: Bringing Trusts to Life

November 12 @ 1:00 pm - 2:00 pm EST

More family businesses and wealth are held in trust than ever before. Yet, despite the best efforts of advisors, trusts often fail to reach their full potential after the ink dries. It doesn’t have to be this way.

In this conversation and open Q&A, Ruth Steverlynck, FEA, will interview trust expert Patricia Angus, author of The Trustee Primer and The Beneficiary Primer (forthcoming) about how advisors and families can make the most of their trusts. It goes beyond technicalities into relationships, mindset, practices, and more.

Topics will include:

  • How can you best conceptualize (and explain) trusts?
  • How do you make the relationships between beneficiary and trustee a positive one?
  • What are some of the potential pitfalls and opportunities for businesses held in trust?
  • What is common across all trusts, regardless of jurisdiction?

Come with questions and be prepared to hear from a global expert on how to grasp complicated concepts in easy frameworks.

 

Event Details

When

Thursday, November 12, 2020

1:00 PM - 2:00 PM EST

2:00 PM - 3:00 PM AST/ 12:00 PM - 1:00 PM CST/ 11:00 AM -12:00 PM MST/ 10:00 AM - 11:00 AM PST

Who Can Attend

This event is open to the family business community – FEX Members and Non-Members are welcome to attend at no additional cost.

FEAs who attend this session will earn 1 continuing education credit toward their annual FEA designation requirement.

Where

Online via Zoom

From the comfort of your home!

Contact

Dawn Ainikkal, FEA Program Coordinator
dainikkal@family-enterprise-xchange.com

Hosts

Patricia Angus Headshot

Patricia Angus, JD, MIA, TEP
Founder and CEO of Angus Advisory Group LLC

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor and managing Director of the Family Business Program at Columbia University’s Graduate School of Business. A recognized thought leader in the field, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy, for over two decades. She is the author of The Trustee Primer: A Guide for Personal Trustees and writes the Building Bridges column on www.wealthmanagement.com. Click here to view Patricia's full bio.

Ruth Steverlynck

Ruth Steverlynck, LL B (hons), FEA
Principal with Your Family Enterprise Advisors Inc.

Ruth Steverlynck is a founding partner and Principal with Your Family Enterprise Advisors Inc. She specializes in helping families build the capacity to transition their wealth in a purposeful and meaningful way. Click here to view Ruth's full bio.

Details

Date:
November 12
Time:
1:00 pm - 2:00 pm EST
Event Categories:
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Event Tags:
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Website:
https://family-enterprise-xchange.site-ym.com/events/register.aspx?id=1417709