Trusts in Estate Planning: 12 Areas of Interest
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- Опубліковано 5 сер 2024
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00:00 Areas of Trust Interest
3:05 Definition and Purpose of a Trust
12:32 Types of Trusts
18:45 Benefits of Trusts
28:07 Trust Creation Process
32:31 Roles and Responsibilities
42:22 Trust Administration
47:28 Legal and Tax Implications
50:28 Costs and Fees
51:56 Trust Modification and Termination
52:53 Common Misconceptions About Trusts
54:03 Practical Scenarios and Case Study Examples of Trusts
56:34 Chat and Q&A
Hi! Thanks for all information! 🤗🥰
Thank you for this overview! Great info here. I’ve been working with my mom on a dispute on a family trust and a friend on a different problem with receiving distributions from the management company. There’s lots of gotchas to look out for.
How can I be notified when you have a California state specific stream??
Following:
California needs you.
Will you be doing any video's on California trusts?
Appreciate your expertise. Thank you
Hi! Sorry I missed your live! My husband has some health problems! I will be watching the replay! Keep us in thoughts and prayers! Thank you for all you do! 🤗🥰🙏🏻
Wishing you the best!
@@americasestateplanninglawy1946 Hi! Thanks! 🤗🥰
So helpful, appreciate all you do. I’ve binged watched on and off for 2 years now. Would love to use you for NJ & NY trusts. But you mention must sign trusts in person / wet; how does that work if we use you though?
Sham Trust when more than 50% Adverse.