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.