Roles of People Named in a Trust: Trustees, Beneficiaries, & More
Savvy Estate Planning by Jim Cunningham
Episode notes
Your trust administration checklist needs to account for the roles of people named in a trust: trustees and beneficiaries ๐ 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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Keywords
beneficiariestrust administrationtrustees