Trust Administration: A Beneficiary’s Guide to General Estate Planning
Автор: Ellen Cookman - Special Needs Trust Attorney
Загружено: 2024-08-04
Просмотров: 2919
Описание:
Trust administration can be a tricky, even difficult process. There are a lot of requirements that a trustee has to follow - but what does that mean for the beneficiaries?
In this video, Ellen will guide you through the process, let you know what to anticipate, and explain how to avoid potential missteps that can affect your payment or inheritance.
If you are the trustee of a trust and need help with its administration, please contact us at https://cookmanlaw.com/talk-to-intake....
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Timestamp:
00:00:00 Trust Administration
00:00:24 Assets Transfer Process
00:00:41 Purpose of Trust Creation
00:01:10 Representation in Trust Administration
00:02:20 Duration of Trust Administration
00:03:12 Responsibilities of Beneficiaries
00:04:33 Notice and Communication
00:05:10 Entitlement to Accounting
00:05:58 Distribution from the Trust
00:06:09 Trustee's Caution in Distributions
00:07:09 Trustee Compensation
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#trustadministration #estateplanning #trust
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