Preventing beneficiary disputes isn’t a one-time action—it’s an ongoing commitment to clarity, transparency, and fairness. By knowing the trust thoroughly, communicating proactively, treating sentimental assets with care, documenting decisions, and involving professionals when necessary, trustees can minimize conflict and focus on fulfilling their fiduciary duties. When prevention becomes part of a trustee’s daily practice, disputes are less likely to occur, and are easier to

Managing multi-generational trusts is complex but rewarding. By addressing diverse needs, focusing on sustainability, and fostering effective communication, trustees can ensure the trust achieves its objectives across generations. Use this guide as a roadmap to navigate the intricacies of multi-generational trust management and build a lasting legacy for years to come.

Serving as a trustee is a serious responsibility. You’ve been chosen to manage someone else’s property, honor their wishes, and act in the best interests of the trust’s beneficiaries. The first month after you accept the role is critical — it sets the tone for your entire administration.