Trust Constellations: A New Beneficiary-Centered View of Trust Law

Private Wealth Services attorneys Patrick Duffey and Stacie Nelson will participate in the 5th Annual Purposeful Planning Symposium, hosted by the Purposeful Planning Institute. Their virtual session will examine how modern estate planning increasingly relies on interconnected trusts that operate together to advance multi-generational family goals. Mr. Duffey and Ms. Nelson will discuss where traditional trust law may fall short in addressing coordination among related trusts, including aligned distribution and investment strategies, and will offer practical approaches for navigating these issues while the law continues to evolve.