Primer on Family Trust Beneficiaries: Things to Consider

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FFI Practitioner: July 14, 2021 for web

View this edition in our enhanced digital edition format with supporting visual insight and information.

In this week’s podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A guide for beneficiaries of family trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate, administer, and benefit from trusts.

 


 

 


 

Patricia Angus

Patricia Angus, JD, MIA, TEP, is CEO of Angus Advisory Group LLC and an adjunct professor at Columbia University Graduate School of Business, where she is founding Managing Director of the Family Business Program. A recognized thought leader in multi-generational family governance and wealth, she has advised families with businesses, trusts, and charitable foundations for more than two decades, building bridges across disciplines through her teaching, education, and thought leadership. She is the author of The Trustee Primer: A guide for personal trustees and The Beneficiary Primer: A guide for beneficiaries of family trusts. Patricia is an FFI Fellow, former faculty member in the FFI Global Education Network (GEN), and the recipient of the 2019 Interdisciplinary Award. She can be reached at [email protected].

 

INTERVIEWER: Jordan Rich is celebrating a quarter century at one of America’s top legacy radio stations, interviewing thousands of celebrities, authors, actors and interesting personalities throughout his career. Jordan is co-owner of Chart Productions Inc, and also teaches voice-over acting. His main focus these days is in podcast creation and production, featuring conversations with the world’s most creative people.

FFI Practitioner: July 14, 2021 for web

View this edition in our enhanced digital edition format with supporting visual insight and information.