Legal
Primer on Family Trust Beneficiaries: Things to Consider
Weekly Edition • July 14, 2021
From FFI Practitioner
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 patricia@angusadvisorygroup.com.
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.
Sidebar
FFI Practitioner
by Patricia Angus
by Patricia Angus
This week’s contributor, Patricia Angus examines what it truly means to be a “Practitioner” and the impact of ongoing practice when working with family enterprise clients.
Related Podcasts
If you enjoyed today’s podcast, check out some of these other recent podcast interviews on a variety of topics.
“How Technology Can Enhance Your Work With Family Enterprise Clients” an Interview with Arnaud de Coninck
“The Role of Women in Legacy and Estate Planning” an Interview with Patricia Annino
“Psychodynamics and Family Governance” an interview with Julien Lescs
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