Listen "Trust Distributions "
Episode Synopsis
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights involved, and the strategic decisions surrounding trust distributions. With a focus on practical advice, this episode is a must-listen for anyone involved in estate planning or managing family trusts. Tune in to gain valuable insights into the world of trusts and how to effectively manage them for long-term success.
More episodes of the podcast The Practical Planner
Capital Gains vs Estate Tax Planning
07/01/2026
Top Estate Planning Mistakes
18/11/2025
Dive Into the One Big Beautiful Bill
04/11/2025
Top Client Questions
22/09/2025
The Role of an Executor
16/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.