))
In re Harrison and “Holdback” Trusts
Manage episode 366706671 series 3486035
Content provided by McGuireWoods. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McGuireWoods or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
27 episodes
Share
