Roles of People Named in a Trust: Trustees, Beneficiaries, & More скачать в хорошем качестве

Roles of People Named in a Trust: Trustees, Beneficiaries, & More

Your trust administration checklist needs to account for the roles of people named in a trust: trustees and beneficiaries 👉 Book a Call at https://www.cunninghamlegal.com/book-... for California trust administration with a top trust administration attorney California. What is the proper role of a trustee? What are the rules trustees must follow? What are the risks? What role do beneficiaries play? What should a trustee do about assets not held in the trust? What about IRAs, life insurance, annuities, and the like? If you're confused, you don't have to be. Watch this video to answer your Estate Planning questions. 00:00 Intro 00:20 Who does stuff and who doesn't do stuff? Trustees and Beneficiaries 01:14 Trustee vs. Beneficiary: Which is best? 03:21 Where are the rules, what are the rules, when do they apply? 06:01 What does a Trustee need to do? 08:58 Trust Administration Checklist: Typical Sequence of Events 13:24 Duties and Liabilities of Trustees 17:21 What NOT To Do as Trustee 20:37 Record Keeping and Accounting 21:56 Why do people Stop serving as Trustee? 23:09 What Can a Trustee Do about Assets Not Held in the Trust? 24:27 Outro 👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #estateplanning #trustee