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June 23, 2020
After a year of interviewing several trustees, the two beneficiaries named me as independent professional trustee, given my approach, depth and sensitivity to complex fiduciary issues. We worked with the beneficiaries and their counsel to modernize their trusts, while maintaining the original intent of the settlor.
The result of this unfortunate series of events goes beyond monetary fees. The relationship between family members has been permanently broken. Additionally, this situation could have potentially been avoided with proper guidance and advice.
At Cerity Partners, our dedicated Family Office team has helped many families with their trustee and fiduciary needs. For more information on our Fiduciary and Trustee service, please contact your Cerity Partners advisor.
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Susan is a Partner in the New York City office with more than thirty years of experience serving as a senior director in trust, wealth...
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