AFBG Webinar on Estate Planning II: Viewing Trusts as Relationships
Description
Estate Planning II: Viewing Trusts as Relationships
with Natalie McVeigh and Jonathan Magidovitch
Trusts can seem like a catch-all for wealth transition. However, we know that families also want to transition their values and legacy.
An ideal strategy is to structure your trusts so that your heirs can understand the intentions of the benefactors and, at the same time, learn financial stewardship.
In this workshop, Natalie McVeigh and Jonathan Magidovitch will discuss the “what, who, how and why” of trusts. They will share why trusts are effective at passing along financial assets along with your legacy and values. You will gain an understanding of various trust roles, who to engage in the process, where to start, and how to be sure the trust will serve you and your family’s needs in the future.
About the hosts
Natalie McVeigh is a family enterprise advisor and mediator with 20 years of training and development experience. She has specialized in coaching families in business since 2010, and family offices since 2015.
Jonathan Magidovitch advises family businesses in both the US and Israel. He consults with families in business on goal setting, role development, governance, communication, transition, leadership and culture building.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
