Legal and Non-Legal Perspectives on the issue of Disclosure to Beneficiaries of Family Trusts - David Werdiger

Legal and Non-Legal Perspectives on the issue of Disclosure to Beneficiaries of Family Trusts

Perspectives on the disclosure of information to beneficiaries of family trusts

I thought I would re-share this co-written article last year with me and Henry Brandts-Giesen for the https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/ about two different perspectives on information disclosures for https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/.

I discuss the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article.

Original Article: https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/

For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): www.transitionbook.co/member-area/ or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices.

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