Derek sits down with Allison Ferris, Chief Fiduciary Officer at Northwest Trustee and Management Services, to discuss what happens after a trust is established. Allison shares lessons from more than 18 years in fiduciary work, including why she never says, “This will be an easy trust.” They discuss family cabins, unexpected assets, beneficiary emotions, co-trusteeship during incapacity, and why clear, flexible drafting matters so much when a plan may need to work decades from now.
This episode is especially useful for estate planners, trustees, beneficiaries, and anyone who wants their estate plan to hold up in the real world, not just look good on paper.
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.
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