Trust Administration Checklist CALIFORNIA

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Trust Administration Checklist CALIFORNIA

Рет қаралды 4,375

4 ай бұрын

Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. 👉 Book a Call at www.cunningham... for trust administration, living trusts, and estate planning.
Join us for an essential webinar with Attorney Jim Cunningham to untangle the intricacies of a trust administration checklist, one designed precisely for California law-and given the myriad of legal requirements in California, believe us, a comprehensive checklist is critical! Don't risk making costly errors. Let Jim's expert guidance give you confidence and valuable insights to illuminate your path through what can be a daunting process. If you are a trustee in California, don’t miss this webinar!
👉 Book a Call at www.cunningham... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
SUBSCRIBE to California Estate Planning KZfaq Channel www.youtube.co...
CONTACT us at www.cunningham... 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: www.Cunningham... for California Estate Planning information
FREE LEGAL WEBINARS: www.Cunningham... includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
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Пікірлер: 8

@juliekirkham8049 4 ай бұрын

I was my parents trustee and wish I had this information. I had my siblings create an account at my parents broker and all monies were distributed through those accounts. It really helped.

@CunninghamLegal 4 ай бұрын

Thank you for sharing!

@shaunab2154 3 ай бұрын

My husband will be successor trustee after his parents decease. Both parents are still alive, but his mother has dementia and is incapacitated. Should we be working now to remove mom as a trustee? I'm worried it will be more complicated if dad passes first. We were able to add my husband as co-trustee on the trust savings account with the credit union, but have addressed nothing else yet.

@CunninghamLegal 3 ай бұрын

The answer depends on the provisions of the Trust. Most CA trusts required 2 doctors to declare someone incapacitated, but some required just one doctor’s note. A Trustee is fiduciary position which means that a trustee can be sued personally for a breach. It might be a good idea to speak with an attorney about your situation. We stand ready to assist you: www.cunninghamlegal.com/california-law-offices/contact/

@annamarieclark4958 4 ай бұрын

Good information

@CunninghamLegal 4 ай бұрын

Thank you!

@ScottsdaleMark 4 ай бұрын

Love your videos. But, you’re spending all this time, money and energy to put out videos, to help attract new clients, and no one follows up on the leads generated thru the ‘Request an Appoint’ form on your website.

@CunninghamLegal 4 ай бұрын

Thank you for taking the time to bring this to our attention, and we're really glad to hear that you love our videos! We do our best to get back to everyone as quickly as we can, but we sort through our requests in the order they come in. With the amount of appointment requests skyrocketing lately, if you send one in later in the day, it might take us a bit - sometimes a day or two - to circle back, despite our best efforts to achieve same-day turnarounds. We appreciate your patience at this time.