))
In re Harrison and “Holdback” Trusts
Manage episode 366706671 series 3486035
Contenido proporcionado por McGuireWoods. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente McGuireWoods o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Steve Murphy, chair of the private wealth services practice group, presents the case of In re Harrison. In this case, the settlors of a trust tried to go the simple route – they had the assets pass outright to their grandson for the most part. The assets would be held in trust for his benefit for a period of time. But when the time came for those distributions, the trustee wasn’t so sure the grandson was ready for those funds. As Steve walks you through this pivotal case, he’ll underscore the important principles of making the right decisions when planning that will benefit your beneficiaries and yourself.
32 episodios
Compartir
