The Engaged Beneficiary: What You Need to Know

Events

The Engaged Beneficiary: What You Need to Know

Date & Time
October 28, 2019
11:15 AM - 12:00 PM CDT
Location
Chicago, Ill.
Event

Family Office Exchange Rising Gen Forum

Partner Sarah Severson will speak on a panel exploring the roles and responsibilities of trustees and beneficiaries in estate and business succession planning. The panel will discuss the trustee-beneficiary relationship, the role each party plays, and how to engage in effective trust-related communications.