Trust Administration 101: What Happens After Someone Passes Away скачать в хорошем качестве

Trust Administration 101: What Happens After Someone Passes Away

Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, Adam Grant discusses the crucial steps involved in trust administration after a loved one passes away. From understanding the trustee's responsibilities to resolving disputes and winding down the trust, Adam provides valuable insights for families navigating this process. Key Timestamps: 00:00 – Introduction 01:30 – First steps after a loved one's passing 03:45 – Responsibilities of the trustee 06:10 – Initiating trust administration in California 08:25 – Transferring assets during administration 10:15 – Involvement of beneficiaries 12:00 – Resolving disputes or confusion 14:20 – Avoiding personal liability as a trustee 16:05 – Preventing delays in trust administration 18:30 – Winding down the trust About the Show: Protecting Your Legacy with Estate Planning is a podcast dedicated to guiding Southern California families through the intricacies of estate planning, probate, conservatorships, and more. Join Adam Grant, a seasoned attorney at Stonewood Law Group PC, as he shares his expertise in protecting your assets and securing your family's future. #EstatePlanning #TrustAdministration #FamilyLegalMatters #WealthManagement #EstateLaw