Building Better Trustee–Beneficiary Relationships with Amanda Koplin
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Building Better Trustee–Beneficiary Relationships with Amanda Koplin
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Christi Van Rite interviews Amanda Koplin about how trustees can better interact with beneficiaries, drawing on Koplin’s background as a licensed professional counselor, certified hostage negotiator, and fiduciary consultant. They discuss the “arranged marriage” dynamic between trustees and beneficiaries, reframing conflict from “what’s wrong with this person?” to “what happened to this person?” and using practical language to de-escalate and build trust through consistent “small moments.” Koplin explains how trauma, mental health, and money histories shape behavior on both sides, and emphasizes empowerment, voice, choice, and financial literacy.
She shares tools like pausing escalation, clarifying foundational assumptions with a “same page chart,” and setting structured touchpoints to reduce burnout. Koplin’s book, "The Trauma-Informed Trustee," is expected mid-to-late July, and she offers consulting and training via koplinconsulting.com.
Connect with Amanda:
LinkedIn: https://www.linkedin.com/in/amanda-koplin-lpc-3a67a13a/
Website: https://koplinconsulting.com
Email address: amanda@koplinconsulting.com