Roles of People Named in a Trust:...

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

Savvy Estate Planning por Jim Cunningham

Notas del episodio

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-your-appointment/ 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.

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beneficiariestrust administrationtrustees