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Video: You just learned you are a beneficiary of a trust, what does that mean, December 2018

Video: You just learned you are a beneficiary of a trust, what does that mean, December 2018

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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.