Trusted Advisor Podcast Series

Episode 48: Trust Without Training: Why Beneficiaries Pay the Price


Listen Later

Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and tax, but also in empathy, communication, and listening—can transform outcomes for families.

...more
View all episodesView all episodes
Download on the App Store

Trusted Advisor Podcast SeriesBy The Heritage Institute