Trustee Training: Rights and Responsibilities
Guest Expert: Steve Mancini and Kate Langmore
Date:
Webinar Replay Description
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust.
Comments
Here are comments from listeners:
Quite a few good ideas and things that are useful to make clients aware. Saving a buck or two in lieu of professional help - might not make any sense in all but the simplest of trust situations.
- Jerry
Best presenter and webinar thus far in all my attendances to your webinars. Steve was clear in his speech.
- Kyoko
Trustee Liability Insurance is something I didn't know about. Very good to know. Thank you
- Bruce
1) Dunham Trust - will pass along to other advisors in my firm 2) Above and below ground AB trust - haha 3) Don't make kids TTEEs 4) Steve describes things very clearly, seems very knowledgeable
- Kimberly
It's always useful to hear about the differences in community and separate property states and how different state estate and trust laws can be.
- Dennis
Seek out professional trustee help for clients interested in setting up trusts. Discourage them from using family members or children as this can cause many problems & have unintended consequences.
- Ben
Very informed speaker - good choice and time well spent!
- Kevin
Quite a few good ideas and things that are useful to make clients aware. Saving a buck or two in lieu of professional help - might not make any sense in all but the simplest of trust situations.
- Jerry
Best presenter and webinar thus far in all my attendances to your webinars. Steve was clear in his speech.
- Kyoko
Trustee Liability Insurance is something I didn't know about. Very good to know. Thank you
- Bruce
1) Dunham Trust - will pass along to other advisors in my firm 2) Above and below ground AB trust - haha 3) Don't make kids TTEEs 4) Steve describes things very clearly, seems very knowledgeable
- Kimberly
It's always useful to hear about the differences in community and separate property states and how different state estate and trust laws can be.
- Dennis
Seek out professional trustee help for clients interested in setting up trusts. Discourage them from using family members or children as this can cause many problems & have unintended consequences.
- Ben
Very informed speaker - good choice and time well spent!
- Kevin
05.19.2022 - Trustee
Attendees Comments:
Quite a few good ideas and things that are useful to make clients aware. Saving a buck or two in lieu of professional help - might not make any sense in all but the simplest of trust situations.
- Jerry
Best presenter and webinar thus far in all my attendances to your webinars. Steve was clear in his speech.
- Kyoko
Trustee Liability Insurance is something I didn't know about. Very good to know. Thank you
- Bruce
1) Dunham Trust - will pass along to other advisors in my firm 2) Above and below ground AB trust - haha 3) Don't make kids TTEEs 4) Steve describes things very clearly, seems very knowledgeable
- Kimberly
It's always useful to hear about the differences in community and separate property states and how different state estate and trust laws can be.
- Dennis
Seek out professional trustee help for clients interested in setting up trusts. Discourage them from using family members or children as this can cause many problems & have unintended consequences.
- Ben
Very informed speaker - good choice and time well spent!
- Kevin