Love in the Time of COVID-19: Trustee and Beneficiary Harmony in Years Like 2020
Friday, November 13, 2020
10:20 AM - 11:20 AM (PST)
Elizabeth Bawden Margaret Lodise Grace Russak

Many factors impact the relationship dynamics between a trustee and beneficiary. The uncertainty and volatility we are experiencing this year have heightened a number of those, exposing both challenges and opportunities. The panelists in this session will focus on some of the common points of tension in trustee and beneficiary relationships with a focus on practical tools and opportunities to achieve harmony in the time of COVID-19.