AFTER A DEATH: Trust Administration, Trustees, Executors, and Probate

ESTATE PLANNING LEGAL WEBINAR ARCHIVE: PLAYLIST 02

A parent or loved one dies, and you discover that you are the new trustee of their estate, and the executor of their will. What happens now? In these webinars, we answer questions like: What steps does a trustee need to take when someone dies, and what are the common pitfalls? What are the executor responsibilities to beneficiaries?

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When and How to PROBATE Real Estate Properties in California

When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey for real estate…

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Choosing and Educating Your Future Trustees – Do it Right!

Prepare your trustees instead of throwing them in the deep end of the pool! Vital for EVERYONE leaving behind a Living Trust and successor trustees: that means you!

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How Do Trusts WORK? What Happens After Death or Incapacity?

When you’re gone, will your kids have any idea how to administer the Living Trust (or other Trusts, or IRAs) you carefully created? Bring your adult children to this legal webinar and plan together…

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How to Screw Up an Estate: Trust & Will Disasters

Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Educate yourself on what NOT to do with these important estate planning tips!

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What to Do When Someone Important in Your Life Dies: CRUCIAL Actions

What happens when your business partner dies, when your spouse dies, your child dies, your tenant, your boss, your friend? What now? What should you do…

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What Do I Do If I SUDDENLY Become a Successor Trustee?

Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!

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Trustees AT RISK – How to Avoid Being Sued or Even Jailed

If you are named as the Trustee of a loved one’s estate, you may at first think it an honor. Pretty soon, however, you may think it a burden…

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Right and Wrong Things to Do When You INHERIT Money

There are right ways to inherit. And there are some very wrong ways to inherit. In this critical moment, one wrong decision could cost you a pretty penny…

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How to ADMINISTER a Trust After Loved One Dies- Step-by-Step Guide

How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide

Would you know what to do if your loved one died? Dealing with the death of a loved one is never easy, but it can …

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Estate Planning for INCAPACITY - Passing the Torch

Estate Planning for INCAPACITY – Passing the Torch

If your parents suddenly became incapacitated, would you know how to access their bank accounts? Do you know what’s in their living trust? Parents–would your …

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Should My Kid be My Trustee? - HUGE Estate Planning DILEMMA

Should My Kid be My Trustee? – HUGE Estate Planning DILEMMA

Naming a trustee isn’t about about just naming your oldest, or making sure all your kids are equally involved when they act as a successor …

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What is an Administrative Trust?

What is an Administrative Trust?

An administrative trust is essentially the period of time during which a trustee gets his or her legal ducks in a row.  They might pay …

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Navigating PROBATE from JUDGE'S PERSPECTIVE

Navigating PROBATE from JUDGE’S PERSPECTIVE

In this free legal webinar, Estate Planning and Trust Administration Attorney, James L. Cunningham Jr. is joined by the Hon. Glen M. Reiser to discuss …

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What is a Power of Appointment? - DEFINED

What is a Power of Appointment? – DEFINED

What is a power of appointment? What is a power appointment in a Living Trust? How does power of appointment affect inheritance? What impact does …

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