Trustee and Beneficiary Relationship: Potential Conflicts скачать в хорошем качестве

Trustee and Beneficiary Relationship: Potential Conflicts

In this video, Amar Shah, CFA, CFP®, Founder of Client First Capital, and Jennifer M. McGibbons, Partner at Sullivan, McGibbons, Crickard & Associates, LLP, discuss some potential areas of conflict between trustees and beneficiaries. In this conversation, they discuss some examples of situations that may bring a higher risk for conflict and what steps might be taken to avoid or lessen potential conflict. At Client First Capital, we help you build and maintain a secure financial future for your family by providing integrated wealth management solutions aligned with your values and family dynamics. Learn more at www.clientfirstcap.com. Sullivan, McGibbons, Crickard & Associates, LLP represents individuals, families and fiduciaries throughout Southern California in the areas of estate planning, trust and estate administrations, and probate law. Learn more at www.smalawsd.com. ----------------- The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Client First Capital, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.