Welcome to Legal Visionaries, where expertise meets insight into the world of high-end estate planning and legal strategies. On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame is joined byVincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP to shed light on the intriguing realm of silent trusts. Tune in as they share real-life examples illustrating when a silent trust might be the perfect fit, the duty owed to beneficiaries, and how the Uniform Trust Code approaches and governs these arrangements. We also touch on the concept of a surrogate receiving information. Tune in for valuable insight and practical knowledge of trust mechanisms.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

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