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December 26, 2025
Laura Twomey Quoted in The Wall Street Journal on Trustee-Beneficiary Relationships
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AI-made summary
- Laura Twomey, Personal Planning Partner, was quoted in a Wall Street Journal article discussing disputes between trustees and beneficiaries
- She emphasized the importance and delicacy of communication in these situations, noting that such interactions can evoke strong emotions but relationships are often repairable
- Twomey also highlighted the need for beneficiaries to understand and participate in the process to help prevent potential conflicts.
Personal Planning Partner Laura Twomey was quoted in a Wall Street Journal article, “The Trouble With Trustees.” Laura discussed resolving disputes between trustees and beneficiaries, commenting that “Communication is extremely important and very delicate…It brings up all sorts of sandbox emotions. But a lot of times, I find these relationships can be mended.” Laura also noted that beneficiaries must understand and become part of the process to avoid potential issues.
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