• What Is a Trustee's Fiduciary Duty? : Legal Advice

    Subscribe Now: http://www.youtube.com/subscription_center?add_user=Ehowfinance Watch More: http://www.youtube.com/Ehowfinance A trustee's fiduciary duty goes back to the common law that came over with the Mayflower. Find out about a trustee's fiduciary duty with help from a real estate expert in this free video clip. Expert: Steve Tracy Bio: Steve Tracy has been practicing law for 20 years, is licensed for law in 4 states, and is a Real Estate expert. Filmmaker: William Watters Series Description: The world of the law is a complicated one, which is why it's always important to both consult professionals and do as much research as possible if you have any questions. Get legal advice on a variety of topics with help from a real estate expert in this free video series.

    published: 03 Dec 2012
  • BaskinFleece: Fiduciary Duty of a Trustee

    Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets BaskinFleece apart from the other firms and attorneys practicing in this area of the la...

    published: 10 May 2012
  • Fiduciary Duties

    David teaches Nina about the two main fiduciary duties of directors or trustees of charitable organizations in New Hampshire

    published: 04 Sep 2009
  • What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

    What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered f...

    published: 03 Oct 2016
  • Divest Invest conference - Fiduciary duty, board and trustee engagement – lessons learnt

    On 5 April 2016, The Climate Institute in collaboration with the Australian Environmental Grantmakers Network, hosted Australia's first Divest Invest conference. The event attracted 150 people from different sectors including philanthropists, endowments, faith based organisations, universities, councils, unions, super funds and socially responsible investment managers. Attendees learnt about the opportunities, challenges methodologies and transition pathways needed along the spectrum of divesting from fossil fuel and investing more into the zero carbon economy of the future. This fiduciary breakout session explored: What do boards need to consider in a post-Paris climate agreement reality? Do you understand what that may mean for your organisation? This session looks at what trustees ne...

    published: 28 Apr 2016
  • Professional Fiduciary - Conservator - Trustee

    What is a fiduciary?

    published: 07 Dec 2017
  • Professional Fiduciary - Conservator - Trustee

    Who is the Conservatee?

    published: 08 Dec 2017
  • Professional Fiduciary - Conservator- Trustee

    What is a Trust?

    published: 08 Dec 2017
  • Professional Fiduciary - Conservator - Trustee

    What is a Conservator?

    published: 07 Dec 2017
  • Professional Fiduciary -Conservator- trustee

    Getting started a. create a list of all assets

    published: 09 Dec 2017
  • Professional Fiduciary - Conservator - Trustee

    What is an Estate?

    published: 08 Dec 2017
  • Breach of Fiduciary Duties by a Florida Trustee

    A breach of the fiduciary duty by a Florida trustee is a very serious accusation. In Florida trust law, we call it a breach of trust. It’s the same thing. What it means is that a Florida trustee was not living up to its standard. Some important points about that; one, if you’re a Florida trustee, you may be breaching your fiduciary duties without even knowing it. That’s why we suggest that all Florida trustees retain an experienced Florida lawyer who handles trust litigation or trust law suits. It doesn’t matter who you get, as long as they’re experienced and they understand Florida trust law. Why? Because if you’re a Florida trustee and you’ve breached your fiduciary duty, you could be removed. You could also, personally, be responsible for paying damages. You could also, personally, be r...

    published: 05 Sep 2014
  • Fiduciary Duties of a Co-Trustee

    The fiduciary duties of a Florida co-trustee are the same duties as a regular Florida trustee, but there are a few things that you need to be aware about. First of all, you should understand that you can’t put your head in the sand like an ostrich, you need to know what your co-trustee is doing, you have to evaluate the co-trustee and if they are doing something wrong, you have an obligation to either express your dissent in writing, sue that co-trustee if something is egregious, or tell your trust beneficiaries. You can’t stand silent if you see your co-trustees doing something wrong. You also have a responsibility to act in good faith and co-operate with your co-trustee. Now, if your co-trustee with your step-mum, in-law, an outlaw, a misfit, or a mistress, and you don’t get along with t...

    published: 05 Sep 2014
  • When Must the Trustee Provide an Accounting?

    Fundamental to trust law, a trustee is always under a duty to give information to a beneficiary. Most states have enacted statutes specifically dealing with this duty to account. In Florida Fla. Stat. 736.0813 provides that a trustee shall provide a trust accounting to the trust beneficiaries at least annually and on the termination of the trust. This accounting is the primary method a beneficiary can hold a trustee accountable. Without an accounting, a beneficiary is virtually powerless and at the mercy of the trustee. Many have asked the question -- exactly when is the accounting due? While none of the trust statutes specify a specific time frame when the accounting is due once a year has elapsed, common sense would suggest that a trustee has a reasonable amount of time to provide...

    published: 26 Aug 2014
  • How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

    An Executor of an Estate and a Trustee of a Trust can be paid for their time and services under New Jersey law, with conditions. In this interesting and informative video, Fredrick P. Niemann of Hanlon Niemann, a New Jersey Probate, Trust and Estate Administration law firm discusses the laws which authorize the payment of commissions on principal and income to fiduciaries. If you are serving as an Executor, Trustee or personal representative and would like to learn more about the laws governing the payment of commissions and compensation, do not miss this video. Beneficiaries concerned about an executor, trustee or fiduciary being overpaid will learn a lot from this video as well. When you're finished, please visit us at www.hnlawfirm.com and contact Fred toll-free at (855) 376-5291 o...

    published: 28 Aug 2013
  • Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases

    published: 05 Jan 2014
  • What is Fiduciary Litigation? Answered as a Short Story

    In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...

    published: 20 Jun 2014
  • Your Trust Fiduciary/Trustee—-Friend or Foe??

    Mark Nacol discusses wills and trusts.

    published: 14 Jul 2009
  • New “Fiduciary Process Requirements” for ESOP Trustees: Document, Document, Document

    The Department of Labor has clearly outlined in a recent settlement agreement with an institutional ESOP trustee what the DOL believes best practices are when an ESOP Trustee or Fiduciary is buying or selling Company Stock. What can we learn from the new fiduciary process “requirements”? What will external Trustees do to comply with those requirements? What can internal Trustees do to comply? Is failure to comply a de facto fiduciary breach? What has changed in ESOP stock transactions as a result? Join Tabitha Croscut to get the answers to these questions and to obtain some pointers on how to comply with the new Fiduciary Process Standard.

    published: 24 Nov 2014
  • Smarter in :90 - Choosing a Fiduciary and Trustee

    The person who will administer your estate plan is a crucial decision. It's a large responsibility and can sometimes cause unnecessary tension in families. Learn how to pick a fiduciary and trustee who will help keep your family intact. Learn more at ubt.com/estate.

    published: 15 Oct 2014
  • The Court’s View of TOLI Trustee and Fiduciary Liability

    There have a been a handful of court cases against TOLI trustees and fiduciaries that provide guidance for what you should and should not do when managing an asset like life insurance. The cases provide some bright lines to follow for processes and procedures, and just as important, provide insight to some key traps in TOLI trust management. This session will review these cases and provide clear direction with well defined “key lessons” from each lawsuit. The course will include a Handbook that can be used as a guide going forward. The TOLI trustee or even a fiduciary will learn a great deal from this course.

    published: 14 Sep 2017
  • Breach of Fiduciary Duty

    To learn more about breach of fiduciary duty visit http://www.lawinfo.com/fiduciary-relationship.html

    published: 12 Aug 2013
  • FAX TO FIDUCIARY TRUSTEE JUSTICE DARRELL J BLAIS

    FILE-TK/No. 101286029P1-01-001. Darrell J. Blais, Justice of the Peace Appointed as Fiduciary Trustee for FILE-TK/No. 101286029P1-01-001. U.N.D.R.I.P. - United Nations Declaration on the Rights of Indigenous Peoples Articles: 3,8,28, 37:Chief:Nanya-Shaabu:El(R)(c) TM- http://sites.google.com/site/ atsikhatanationy :At-sik-hata :Nation of :Yamassee-Moors - http://sites.google.com/site/ authenticexport/atsikhata-1 - FOR THE CLAIM OF THE :ATLAN( :UTLA / :HEXIAN :MUU-LAN/:AMEXEM)

    published: 30 Jan 2012
  • What Is The Fiduciary Of A Trust?

    A fiduciary trust is a fiduciary relationship in which a trustee holds the title to assets for the beneficiary. The trusts creator is called the grantor. Lorman fiduciaries and their role in your life estate the balance. The importance of a fiduciary in estate planning the difference between trustee & duties during administration trusts and estates what are trustee's duties? Dummies. When an individual plans the distribution of his or her estate among beneficiaries even income a person receives posthumously is subject to tax. He must act in accordance with the directions you've included trust agreement. What is a fiduciary income tax return? . Here are some simple answers assets held in the abuse of trust or a breach fiduciary duty by trustee can be devastating. The relationship wherein on...

    published: 18 Dec 2017
developed with YouTube
What Is a Trustee's Fiduciary Duty? : Legal Advice

What Is a Trustee's Fiduciary Duty? : Legal Advice

  • Order:
  • Duration: 2:55
  • Updated: 03 Dec 2012
  • views: 3941
videos
Subscribe Now: http://www.youtube.com/subscription_center?add_user=Ehowfinance Watch More: http://www.youtube.com/Ehowfinance A trustee's fiduciary duty goes back to the common law that came over with the Mayflower. Find out about a trustee's fiduciary duty with help from a real estate expert in this free video clip. Expert: Steve Tracy Bio: Steve Tracy has been practicing law for 20 years, is licensed for law in 4 states, and is a Real Estate expert. Filmmaker: William Watters Series Description: The world of the law is a complicated one, which is why it's always important to both consult professionals and do as much research as possible if you have any questions. Get legal advice on a variety of topics with help from a real estate expert in this free video series.
https://wn.com/What_Is_A_Trustee's_Fiduciary_Duty_Legal_Advice
BaskinFleece: Fiduciary Duty of a Trustee

BaskinFleece: Fiduciary Duty of a Trustee

  • Order:
  • Duration: 2:52
  • Updated: 10 May 2012
  • views: 767
videos
Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets BaskinFleece apart from the other firms and attorneys practicing in this area of the law. BaskinFleece is a law firm centrally located in mid-Pinellas County, just minutes from the courthouses in St. Petersburg, Clearwater and Tampa. The firm's geographic practice however, encompasses all of the west coast of Florida and if necessary anywhere in the United States. BaskinFleece handles cases from the pre-suit stages including mediation all the way through trial, both jury and non-jury and even at the appellate level, if necessary. The main focus of the firm in dealing with all controversies is the client. Cost, emotional impact and timeliness are all important to the client and the firm strives for an end result which leaves the client feeling that justice was accomplished.
https://wn.com/Baskinfleece_Fiduciary_Duty_Of_A_Trustee
Fiduciary Duties

Fiduciary Duties

  • Order:
  • Duration: 8:28
  • Updated: 04 Sep 2009
  • views: 8257
videos
David teaches Nina about the two main fiduciary duties of directors or trustees of charitable organizations in New Hampshire
https://wn.com/Fiduciary_Duties
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

  • Order:
  • Duration: 3:31
  • Updated: 03 Oct 2016
  • views: 3848
videos
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered fiduciaries under applicable statutes and laws. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice or protection is sought in some matter. In such a relation good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts. A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. —?Lord Millett, Bristol and West Building Society v Mothew A fiduciary duty is the highest standard of care at either equity or law. A fiduciary (abbreviation fid) is expected to be extremely loyal to the person to whom he owes the duty (the "principal"): such that there must be no conflict of duty between fiduciary and principal, and the fiduciary must not profit from his position as a fiduciary (unless the principal consents). The nature of fiduciary obligations differ among jurisdictions. In Australia, only proscriptive or negative fiduciary obligations are recognised, whereas in Canada fiduciaries can come under both proscriptive and prescriptive (positive) fiduciary obligations. In English common law, the fiduciary relation is an important concept within a part of the legal system known as equity. In the United Kingdom, the Judicature Acts merged the courts of equity (historically based in England's Court of Chancery) with the courts of common law, and as a result the concept of fiduciary duty also became applicable in common law courts. When a fiduciary duty is imposed, equity requires a different, stricter, standard of behavior than the comparable tortious duty of care at common law. The fiduciary has a duty not to be in a situation where personal interests and fiduciary duty conflict, not to be in a situation where his fiduciary duty conflicts with another fiduciary duty, and a duty not to profit from his fiduciary position without knowledge and consent. A fiduciary ideally would not have a conflict of interest. It has been said that fiduciaries must conduct themselves "at a level higher than that trodden by the crowd" and that "he distinguishing or overriding duty of a fiduciary is the obligation of undivided loyalty".
https://wn.com/What_Is_Fiduciary_Fiduciary_Meaning_Fiduciary_Definition_How_To_Pronounce_Fiduciary
Divest Invest conference - Fiduciary duty, board and trustee engagement – lessons learnt

Divest Invest conference - Fiduciary duty, board and trustee engagement – lessons learnt

  • Order:
  • Duration: 46:17
  • Updated: 28 Apr 2016
  • views: 31
videos
On 5 April 2016, The Climate Institute in collaboration with the Australian Environmental Grantmakers Network, hosted Australia's first Divest Invest conference. The event attracted 150 people from different sectors including philanthropists, endowments, faith based organisations, universities, councils, unions, super funds and socially responsible investment managers. Attendees learnt about the opportunities, challenges methodologies and transition pathways needed along the spectrum of divesting from fossil fuel and investing more into the zero carbon economy of the future. This fiduciary breakout session explored: What do boards need to consider in a post-Paris climate agreement reality? Do you understand what that may mean for your organisation? This session looks at what trustees need to consider – and how they can go through this process. Be informed, establish policy, follow due process and achieve successful implementation.
https://wn.com/Divest_Invest_Conference_Fiduciary_Duty,_Board_And_Trustee_Engagement_–_Lessons_Learnt
Professional Fiduciary - Conservator - Trustee

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 11:37
  • Updated: 07 Dec 2017
  • views: 9
videos
What is a fiduciary?
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary - Conservator - Trustee

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 13:40
  • Updated: 08 Dec 2017
  • views: 6
videos
Who is the Conservatee?
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary - Conservator- Trustee

Professional Fiduciary - Conservator- Trustee

  • Order:
  • Duration: 15:52
  • Updated: 08 Dec 2017
  • views: 10
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary - Conservator - Trustee

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 10:59
  • Updated: 07 Dec 2017
  • views: 11
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary -Conservator- trustee

Professional Fiduciary -Conservator- trustee

  • Order:
  • Duration: 9:09
  • Updated: 09 Dec 2017
  • views: 13
videos
Getting started a. create a list of all assets
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary - Conservator - Trustee

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 6:59
  • Updated: 08 Dec 2017
  • views: 11
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
Breach of Fiduciary Duties by a Florida Trustee

Breach of Fiduciary Duties by a Florida Trustee

  • Order:
  • Duration: 0:54
  • Updated: 05 Sep 2014
  • views: 304
videos
A breach of the fiduciary duty by a Florida trustee is a very serious accusation. In Florida trust law, we call it a breach of trust. It’s the same thing. What it means is that a Florida trustee was not living up to its standard. Some important points about that; one, if you’re a Florida trustee, you may be breaching your fiduciary duties without even knowing it. That’s why we suggest that all Florida trustees retain an experienced Florida lawyer who handles trust litigation or trust law suits. It doesn’t matter who you get, as long as they’re experienced and they understand Florida trust law. Why? Because if you’re a Florida trustee and you’ve breached your fiduciary duty, you could be removed. You could also, personally, be responsible for paying damages. You could also, personally, be responsible for paying your attorney’s fees and also the attorney’s fees from the other side.
https://wn.com/Breach_Of_Fiduciary_Duties_By_A_Florida_Trustee
Fiduciary Duties of a Co-Trustee

Fiduciary Duties of a Co-Trustee

  • Order:
  • Duration: 0:57
  • Updated: 05 Sep 2014
  • views: 222
videos
The fiduciary duties of a Florida co-trustee are the same duties as a regular Florida trustee, but there are a few things that you need to be aware about. First of all, you should understand that you can’t put your head in the sand like an ostrich, you need to know what your co-trustee is doing, you have to evaluate the co-trustee and if they are doing something wrong, you have an obligation to either express your dissent in writing, sue that co-trustee if something is egregious, or tell your trust beneficiaries. You can’t stand silent if you see your co-trustees doing something wrong. You also have a responsibility to act in good faith and co-operate with your co-trustee. Now, if your co-trustee with your step-mum, in-law, an outlaw, a misfit, or a mistress, and you don’t get along with them, you are going to have to take some action. That may mean resigning or it may mean going to a probate court to resolve this difference between you two.
https://wn.com/Fiduciary_Duties_Of_A_Co_Trustee
When Must the Trustee Provide an Accounting?

When Must the Trustee Provide an Accounting?

  • Order:
  • Duration: 3:01
  • Updated: 26 Aug 2014
  • views: 1925
videos
Fundamental to trust law, a trustee is always under a duty to give information to a beneficiary. Most states have enacted statutes specifically dealing with this duty to account. In Florida Fla. Stat. 736.0813 provides that a trustee shall provide a trust accounting to the trust beneficiaries at least annually and on the termination of the trust. This accounting is the primary method a beneficiary can hold a trustee accountable. Without an accounting, a beneficiary is virtually powerless and at the mercy of the trustee. Many have asked the question -- exactly when is the accounting due? While none of the trust statutes specify a specific time frame when the accounting is due once a year has elapsed, common sense would suggest that a trustee has a reasonable amount of time to provide the accounting. What is a reasonable amount of time? In my opinion a reasonable amount of time would approximately 60 days from the close of the accounting period. This provides the trustee sufficient time to gather up the final month’s information and assemble the actual trust accounting. What if the trustee does not provide the trust accounting? I would suggest that you write to the trustee shortly after the accounting period is up to request an accounting. If the trustee fails or refuses to provide an accounting, you may be justified in arguing that the trustee has committed a breach of fiduciary duty and even a fraud and should at the very least, be removed for intentionally refusing to provide the accounting. If the accounting is not forthcoming a beneficiary can compel the accounting by filing a law suit for an accounting. I strongly urge trust beneficiaries to be vigilant in monitoring the trustee and making sure a timely accounting is provided. For more information about trusts, please contact BaskinFleece at 727.572.4545.
https://wn.com/When_Must_The_Trustee_Provide_An_Accounting
How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

  • Order:
  • Duration: 3:57
  • Updated: 28 Aug 2013
  • views: 6964
videos
An Executor of an Estate and a Trustee of a Trust can be paid for their time and services under New Jersey law, with conditions. In this interesting and informative video, Fredrick P. Niemann of Hanlon Niemann, a New Jersey Probate, Trust and Estate Administration law firm discusses the laws which authorize the payment of commissions on principal and income to fiduciaries. If you are serving as an Executor, Trustee or personal representative and would like to learn more about the laws governing the payment of commissions and compensation, do not miss this video. Beneficiaries concerned about an executor, trustee or fiduciary being overpaid will learn a lot from this video as well. When you're finished, please visit us at www.hnlawfirm.com and contact Fred toll-free at (855) 376-5291 or email him at fniemann@hnlawfirm.com. Hanlon Niemann is a New Jersey Probate and Estate Administration law firm located in Freehold Township, Monmouth County, NJ.
https://wn.com/How_Much_Can_A_Trustee,_Executor,_And_Power_Of_Attorney_Be_Paid
Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases

Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases

  • Order:
  • Duration: 1:46
  • Updated: 05 Jan 2014
  • views: 111
videos
https://wn.com/Profit_Loss,_Accounting,_Numbers_And_Financial_Fraud_And_Trustee_Fiduciary_Cases
What is Fiduciary Litigation? Answered as a Short Story

What is Fiduciary Litigation? Answered as a Short Story

  • Order:
  • Duration: 3:59
  • Updated: 20 Jun 2014
  • views: 5414
videos
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped take care of their elderly father as much as they could. They both lived out of town and had families and full-time jobs. David was single and lived close to their Dad. He did not have a stable job, so Dad helped support him and pay his bills. With age, Dad's memory got worse and he began to rely on David more and more. Eventually, David got their father to sign a power of attorney, which enabled him to authorize Dad's checks and even transfer some of his assets. After Dad died, it turned out that David was named the Executor of the will, so he was responsible for collecting all of Dad's property and distributing his estate to all the beneficiaries. When Nancy and John asked David what was in the estate, he just ignored them. Eventually, David became impossible to communicate with. Though the will appeared to leave the estate to the three of them equally, David said there were almost no assets left at the time of Dad's death. Now, Nancy and John were not only grieving the loss of their father -- they were also alarmed by their brother's secretive behavior. After talking to a friend, Nancy discovered that there was a litigation law firm called Gaslowitz Frankel LLC that specialized in helping people protect their inheritance rights. John's company lawyer mentioned the same law firm as being one of the country's best at solving estate and trust litigation problems. A quick Internet search revealed that Gaslowitz Frankel LLC was selected a Best Law Firm in Georgia in Trust and Estate Litigation, and Adam Gaslowitz and Craig Frankel have been widely recognized by their peers and the media as leaders in trust and estate litigation. Adam Gaslowitz also was listed in the Guide to the World's Leading Trust and Estate Litigators. For over 25 years attorneys at Gaslowitz Frankel LLC have specialized in a very unique area of law -- fiduciary litigation: will, estate, and trust disputes. Nancy and John realized that to have the law work for them, they needed a lawyer who specialized in fiduciary litigation. They called Gaslowitz Frankel LLC and shared their problem with an attorney who listened and understood. They learned that David had a fiduciary duty, a legal responsibility, to them, and that there were laws to protect their inheritance rights. Hiring Gaslowitz Frankel LLC gave them peace of mind and confidence that the best attorneys were protecting their rights. David was forced to account for all of the assets in Dad's estate, though he had already spent some of them. He was also removed as Executor to prevent further losses, and remaining assets were distributed appropriately. While happy with the outcome, Nancy and John regretted not hiring Gaslowitz Frankel LLC sooner, before David had the chance to take advantage of their father. If you ever have a dispute over a will or trust, either as an executor, trustee, or beneficiary, become involved in a contested guardianship or conservatorship, discover an abuse of a power of attorney, or face a business or financial dispute among partners, shareholders, or investors, call Gaslowitz Frankel LLC at 404-892-9797. The sooner you act, the better! For more information visit: www.GaslowitzFrankel.com twitter.com/EstateDispute facebook.com/EstateDispute
https://wn.com/What_Is_Fiduciary_Litigation_Answered_As_A_Short_Story
Your Trust Fiduciary/Trustee—-Friend or Foe??

Your Trust Fiduciary/Trustee—-Friend or Foe??

  • Order:
  • Duration: 4:55
  • Updated: 14 Jul 2009
  • views: 333
videos
Mark Nacol discusses wills and trusts.
https://wn.com/Your_Trust_Fiduciary_Trustee—_Friend_Or_Foe
New “Fiduciary Process Requirements” for ESOP Trustees: Document, Document, Document

New “Fiduciary Process Requirements” for ESOP Trustees: Document, Document, Document

  • Order:
  • Duration: 59:52
  • Updated: 24 Nov 2014
  • views: 122
videos
The Department of Labor has clearly outlined in a recent settlement agreement with an institutional ESOP trustee what the DOL believes best practices are when an ESOP Trustee or Fiduciary is buying or selling Company Stock. What can we learn from the new fiduciary process “requirements”? What will external Trustees do to comply with those requirements? What can internal Trustees do to comply? Is failure to comply a de facto fiduciary breach? What has changed in ESOP stock transactions as a result? Join Tabitha Croscut to get the answers to these questions and to obtain some pointers on how to comply with the new Fiduciary Process Standard.
https://wn.com/New_“Fiduciary_Process_Requirements”_For_Esop_Trustees_Document,_Document,_Document
Smarter in :90 - Choosing a Fiduciary and Trustee

Smarter in :90 - Choosing a Fiduciary and Trustee

  • Order:
  • Duration: 2:53
  • Updated: 15 Oct 2014
  • views: 300
videos
The person who will administer your estate plan is a crucial decision. It's a large responsibility and can sometimes cause unnecessary tension in families. Learn how to pick a fiduciary and trustee who will help keep your family intact. Learn more at ubt.com/estate.
https://wn.com/Smarter_In_90_Choosing_A_Fiduciary_And_Trustee
The Court’s View of TOLI Trustee and Fiduciary Liability

The Court’s View of TOLI Trustee and Fiduciary Liability

  • Order:
  • Duration: 59:17
  • Updated: 14 Sep 2017
  • views: 10
videos
There have a been a handful of court cases against TOLI trustees and fiduciaries that provide guidance for what you should and should not do when managing an asset like life insurance. The cases provide some bright lines to follow for processes and procedures, and just as important, provide insight to some key traps in TOLI trust management. This session will review these cases and provide clear direction with well defined “key lessons” from each lawsuit. The course will include a Handbook that can be used as a guide going forward. The TOLI trustee or even a fiduciary will learn a great deal from this course.
https://wn.com/The_Court’S_View_Of_Toli_Trustee_And_Fiduciary_Liability
Breach of Fiduciary Duty

Breach of Fiduciary Duty

  • Order:
  • Duration: 1:06
  • Updated: 12 Aug 2013
  • views: 4130
videos
To learn more about breach of fiduciary duty visit http://www.lawinfo.com/fiduciary-relationship.html
https://wn.com/Breach_Of_Fiduciary_Duty
FAX TO FIDUCIARY TRUSTEE JUSTICE DARRELL J BLAIS

FAX TO FIDUCIARY TRUSTEE JUSTICE DARRELL J BLAIS

  • Order:
  • Duration: 4:36
  • Updated: 30 Jan 2012
  • views: 302
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FILE-TK/No. 101286029P1-01-001. Darrell J. Blais, Justice of the Peace Appointed as Fiduciary Trustee for FILE-TK/No. 101286029P1-01-001. U.N.D.R.I.P. - United Nations Declaration on the Rights of Indigenous Peoples Articles: 3,8,28, 37:Chief:Nanya-Shaabu:El(R)(c) TM- http://sites.google.com/site/ atsikhatanationy :At-sik-hata :Nation of :Yamassee-Moors - http://sites.google.com/site/ authenticexport/atsikhata-1 - FOR THE CLAIM OF THE :ATLAN( :UTLA / :HEXIAN :MUU-LAN/:AMEXEM)
https://wn.com/Fax_To_Fiduciary_Trustee_Justice_Darrell_J_Blais
What Is The Fiduciary Of A Trust?

What Is The Fiduciary Of A Trust?

  • Order:
  • Duration: 0:45
  • Updated: 18 Dec 2017
  • views: 0
videos
A fiduciary trust is a fiduciary relationship in which a trustee holds the title to assets for the beneficiary. The trusts creator is called the grantor. Lorman fiduciaries and their role in your life estate the balance. The importance of a fiduciary in estate planning the difference between trustee & duties during administration trusts and estates what are trustee's duties? Dummies. When an individual plans the distribution of his or her estate among beneficiaries even income a person receives posthumously is subject to tax. He must act in accordance with the directions you've included trust agreement. What is a fiduciary income tax return? . Here are some simple answers assets held in the abuse of trust or a breach fiduciary duty by trustee can be devastating. The relationship wherein one fiduciary an individual or bank trust company that acts for the benefit of another. Fiduciaries put you first find your independent advisor. Fiduciary duties and breach when trustees trust guidelines_for_individual_executors_. Section shutting down a fiduciary who is misusing trust assets law northern us. An individual in whom another has placed the utmost trust and confidence to manage protect property or money. Trustees, executors, and personal representatives are all fiduciaries when bad need to be sued, they (and their lawyers) not likely just let litigation play out responsibly preserve trust assets until there is a fiduciary. You must always act in accordance with the terms of trust instrument. A fiduciary income tax return is used to report the of estates and trusts. Video what is a fiduciary income tax return? Turbotax tips trust company international of new england. One usage of the sep 22, 2011 fiduciary derives from a latin word meaning 'trust. Googleusercontent search. Trust administration gaudy law has the experience fiduciaries and their role in your life estate balance thebalance what is a fiduciary 3505114 class "" url? Q webcache. There are different types of fiduciaries depending on the context an executor or executrix is named in a will; A trustee by trust; An agent appointed power attorney fiduciary trust relationship which holds title to assets for beneficiary. Put plainly, you must administer the estate or trust solely in interest of as a trustee, have fiduciary duty to. This can be one or more individuals and an institution, such as a bank trust company aug 1, 2006 fiduciary is person who stands in position of with you (or your estate after death) beneficiaries. This word plays an important role in the duties of a trustee. Are my trust, fiduciary and custody assets safe? American abuse of trust breach duty by the trustee. Trust administration gaudy law has the experience. The highest legal duty of one party to another, it also fiduciary. Shutting down a fiduciary who is misusing trust assets. From the latin fiducia, meaning 'trust,' a person (or business like bank or stock brokerage) who has power and obligation to act for another dis
https://wn.com/What_Is_The_Fiduciary_Of_A_Trust
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