Video: You just learned you are a beneficiary of a trust, what does that mean, December 2018
In this segment of their ongoing video series, Dan Ebner of Prather Ebner LLP discusses what to do after learning that you are the beneficiary of a trust.
If you learn that you are the beneficiary of a trust, this means that a trustee is responsible for managing assets on your behalf. However, as the beneficiary, you have the right to ensure that the trustee is truly acting in a manner that benefits you the most. This video discusses ways to get the most out of this relationship.