Broadcasts and Podcasts | Nov 17, 2023

A Deep Dive into Trusts with Special Counsel Lucy Berkman

team-member
Featuring: Lucy M. Berkman

Special Counsel and Trusts and Estates Practice Team member Lucy Berkman recently joined the Nova Wealth Making Cent$ podcast to speak with host and wealth manager Elizabeth Evanisko on a wide range of topics related to trusts. Lucy provides insight on how trusts operate, the benefits they offer, the role they can play in estate planning and if a trust would be right for you, among other key points. You can view Lucy’s entire appearance below.

Related Insights

View All