Trust Administration Checklist CALIFORNIA
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- čas přidán 29. 08. 2024
- 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!
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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.
Thank you for sharing!
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.
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/
Good information
Thank you!
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.
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.