Margaret G. Lodise - Sacks, Glazier, Franklin & Lodise LLP
Grace L. Russak - BNY Mellon Wealth Management
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.