New Podcast: Trustee Do's and Don'ts Part Two

Walnut Creek CA

26 August, 2021

2:15 PM

Description

Being named a trustee is an honor, but it comes with a lot of responsibility. Legal work has to be done, and if you’re not familiar, the process can seem more like a burden. The tasks on hand aren’t necessarily rocket science, but there are a few things that we see clients tend to miss. Listen Now! In a new episode of Absolute Trust Talk Live, Kirsten is joined by fellow Absolute Trust Counsel attorney Madison Gunn for another installment of Trustee Do’s and Don’ts. Kirsten and Madison will be walking through a handful of very serious mistakes that trustees and executors typically make, which can have consequences. These items include: Why surviving spouses still need to complete legal work even though they take over as trusteeOfficial notifications that are often missedNew laws that impact real estate inheritanceIf you’re a surviving spouse – talk to your attorney as soon as you can.Don’t forget about official notifications! Did you know that even those who are disinherited have to be notified?If you’re a trustee who has missed something, don’t worry. This is a tough job, and things can be fixed. And more! Whether you’ve just stepped into your role as trustee or are planning for the future, this is an important episode that everyone should listen to, so find a quiet spot because it’s time to press play. Big Three from Episode #070: At the end, we had a Q&A session answering your top questions about trust administration, but if you have more questions, feel free to reach out to us for help: by calling us at 925-943-2740 or emailing us at [email protected]. Tune In Now! [Ad] Do you need help navigating trust administration? The Absolute Trust Counsel team is here to help. Get started today with our Trust Administration Roadmapping session! We will review your trust and develop a plan to help you navigate the necessary processes the right way and with ease. Visit our calendar to pick a date and time that works best for you, and let’s get started!