The tricks of advising trusts

February 10, 2014 by Tom

In a recent WSJ Wealth Advisor article, Trust Clients Can Be Tricky for Advisers, Matthias Rieker reports that financial advisors need to develop an understanding of each trust they assist, including the terms of the trust, the desires of the beneficiaries and the practices and needs of the trustees. In many cases, it is proper to consult with both the trustees and the beneficiaries but in other cases that would be improper or uncalled for. By knowing the trust and the people involved, an adviser can better serve the beneficiaries and avoid unnecessary disputes.

MWR

HOW TO GET TO OUR OFFICE:

From the South: Follow I-25 North past C470 to exit 199 for Belleview East, following off the exit to the right. At the third light (Ulster), turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.

From the North: Follow I-25 South to exit 199 for Belleview east. Turn left at the bottom of the exit onto Belleview. At the third light (Ulster) turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.