On this podcast, Steve often explores ways to establish and administer trusts to facilitate productive and healthy beneficiaries. This episode explores a particular structure to further this goal: a “beneficiary well-being trust,” now authorized under Delaware law. A beneficiary well-being trust authorizes, and could require, the trustee to provide programs for the beneficiary regarding any number of subjects, including financial literacy, investments, mental health, and family history and legacy. The episode also delves into ways trusts can serve these important goals — now and after a settlor’s gift or the settlor’s passing.

On this podcast, Steve often explores ways to establish and administer trusts to facilitate productive and healthy beneficiaries. This episode explores a particular structure to further this goal: a “beneficiary well-being trust,” now authorized under Delaware law. A beneficiary well-being trust authorizes, and could require, the trustee to provide programs for the beneficiary regarding any number of subjects, including financial literacy, investments, mental health, and family history and legacy. The episode also delves into ways trusts can serve these important goals — now and after a settlor’s gift or the settlor’s passing.

On this podcast, Steve often explores ways to establish and administer trusts to facilitate productive and healthy beneficiaries. This episode explores a particular structure to further this goal:&nbsp;a “beneficiary well-being trust,” now authorized under Delaware law.&nbsp;A beneficiary well-being trust authorizes, and could require, the trustee to provide programs for the beneficiary regarding any number of subjects, including financial literacy, investments, mental health, and family history and legacy. The episode also delves into ways trusts can serve these important goals — now and after a settlor’s gift or the settlor’s passing.

Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust

McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.

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Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust

Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust

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