009: The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries

Welcome to The Verdict: Estate Planning Through Film. Today, Farella partner and podcast host Hons Yung is joined by Gazelle Summe, Director of Portfolio and Wealth Advisory at BBR Partners, to discuss the movie, The Talented Mr. Ripley. Against the backdrop of fictional Mongibello and 1950s Riviera Chic, Gazelle and I discussed some proactive steps to take to protect, help, and educate trust beneficiaries.

Should Dickie be permitted to serve as trustee of his own trust? Should Tom have kept Dickie's rings? We explore these questions and more. As Marge Sherwood would say, "Why do I think there's never been a Ripley rainy day?"

Show Notes:

Hons Yung, Podcast Host, Family Wealth Partner, Farella Braun + Martel LLP

Gazelle Summe, Director of Portfolio and Wealth Advisory, BBR Partners LLC

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.