Managing Trusts for Beneficiaries who are Older or Disabled

The current environment is very challenging for trustees. A trustee must invest a trust as a prudent investor would while dealing with headwinds such as muted returns, low global yields and tax uncertainty. Further, trustees are faced with managing trust assets for longer life expectancies, which means trusts must last longer. Our speakers, Ashley Velategui and Andrea Kushner, Esq., Directors of the Wealth Strategies Group at Bernstein Private Wealth Management, have tremendous experience in these areas, and Andrea is also the past chair of our bar?s taxation section. Their discussion will particularly emphasize how these issues for trustees affect older and disabled beneficiaries.