TREPC April Meeting - "From Intent to Implementation: Navigating Complex Family Dynamics in Administration"
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Speakers Caroline Wight Donaldson, Esq. of TNB Financial and Tanya Thornton and Shannon Weiler, CFP® of Capital City Wealth will lead a panel discussion about navigating complex family dynamics in trust and estate administraiton.
A well-crafted estate plan is only as strong as its execution. While a document captures a client’s final wishes on paper, the transition from intent to implementation often reveals the unpredictable reality of human relationships. Join our panel of experienced trust officers as they pull back the curtain on the “human side” of estate administration. This session will explore the practical challenges that arise when legal directives meet complex family histories, sibling rivalries, and evolving beneficiary expectations, both at home and abroad.
