Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd

The Elder Law Coach

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Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduciary services rooted in compassion—a calling that came to fruition amid the unpredictability of a global pandemic. Her stories of navigating the creation of a trust company, especially for those with special needs, will not only enlighten but also inspire you to consider the profound impact of thoughtful estate planning.
As we converse with Samantha, she imparts her wisdom on the delicate art of choosing a trustee, revealing why partnering a family member with a trust company can safeguard the future and maintain harmony. The role of independent corporate trustees is given its due spotlight, emphasizing their importance in preventing financial missteps and preserving relationships with financial advisors. Beyond financial distributions, we dissect the trustee's pivotal role in enhancing the beneficiaries' quality of life, stressing the necessity of their deep involvement and specialized knowledge. This episode is an essential listen for anyone looking to secure their legacy with a touch of humanity and expertise.
Assured Trust Phone Number: [phone] https://assuredtrustcompany.com/

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Chapters

1. Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd (00:00:00)

2. Elder Law Coach Podcast With Samantha (00:00:02)

3. Choosing and Understanding Trust Management (00:10:25)

4. The Importance of Trustee Involvement (00:21:53)