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Demystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of Nomadx
Private Client Risk & Resilience
45 minutes
2 years ago
Demystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of Nomadx
In this episode of the Private Client Risk and Resilience podcast, your host Kurt Thoennessen welcomes Judy Pearson from Nomadx, a trusted name in the world of trustee liability insurance. Judy shares her expertise on trustee liability exposure and complex wealth transfer vehicles, shedding light on an increasingly crucial topic in the realm of asset protection and estate planning. As clients seek advice on safeguarding their wealth through trusts and LLCs, Judy delves into the nuances of the...
