• Episode 11 - Avoiding Trust Troubles: Common Mistakes in Trust Setup and Trust Administration

  • Oct 31 2023
  • Length: 20 mins
  • Podcast

Episode 11 - Avoiding Trust Troubles: Common Mistakes in Trust Setup and Trust Administration

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  • Summary

  • In this episode of the Beyond Succession Podcast, we explore the essential do's and don'ts that individuals often overlook when setting up and managing trusts.

    Trusts can be powerful tools for estate planning and asset protection, but making errors in their creation and administration can have significant consequences.

    Join us as we discuss the most common mistakes people make, from altar ego trusts to offshore investments, and learn how to steer clear of these pitfalls to ensure your financial legacy remains secure and your loved ones are cared for as you intend. Whether you're a seasoned trustee or new to the world of trusts, this episode offers valuable insights to help you navigate this complex terrain with confidence.


    Audio Clip from Trust - Episode 7.

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