Guest Expert: Steve Mancini and Kate LangmoreA loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibili...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & 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
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