Additional Mistakes Living Trust Creators Make

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00:00 Even More Revocable Living Trust Mistakes
2:22 Living Trust Basics
6:58 Not Funding Your Living Trust
9:10 Inadequate Trustee Designations
10:12 Over-Relying on TOD or POD
10:34 False Assumptions About The Benefits of the Revocable Living Trust
11:11 Failing to Document Trust Assets
11:54 Acting Too Quickly After Settlor Dies
12:22 Failing To Make Portability Election on Federal Estate Tax Return
14:13 Failing To Include No-Contest Clause
15:48 Failing To Address Rights and Duties of the Surviving Spouse
29:13 Failing To Protect the Inheritance of the Children or Other Beneficiaries
35:24 Failing To Prepare Your Successor Trustee(s)
41:10 Failing To Integrate the Will and the Durable Power of Attorney
50:25 Failing To Address Non-Trust Assets
52:46 Chat and Q&A

Опубликовано:

27 июл 2024

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Комментарии : 21

@KennethGuilory-w8q 14 часов назад

You are by far the most pragmatic Estate Planner out there, and perfect to lead other Planners to advance their careers to Administration Lawyers earning 850% more than Estate Planners. Adding 100 times more value in a complete administration 100 times better than the easy to forge estate plan, with a NICER Latin Law Permission Trust, Recorded, Monitored, Arbitered, Validated, and Certified Administration. In a 33-year reform to interdict Estate Plan forgers, Trust counterfeiters, and quit claim jumping financial elder abusing title deed thieves.

@TheFtm22 4 месяца назад

Biggest mistake you can make is not TELLING your beneficiaries what you did! It's so very painful to have someone die and then to find out they did not do what you were always told they were doing. I have been dealing with this as an only child who was blindsided by the terms of a revocable trust which were NOTHING like what I had always been told would happen. For clarity, I have been married for more than three decades to the same spouse, I have no poor habits such as substance abuse or gambling, and I have no special needs. PLEASE be honest with your beneficiaries. At least write a letter explaining what you did if you can't face them. Otherwise, you leave your grieving survivors to question everything about your relationship and themselves. It's truly an awful place to be.

@user-zl1kd1uh7l 4 месяца назад

It's been 5yrs. Now,and i still dont have a clue as to where 😂my inheritance went .seems like people dont mind taking advantage of ,instead of possibly trying to help those of us who just aren't very educated in these matters. Go figure?

@KennethGuilory-w8q 14 часов назад

This old man says our greedy Trustees changed the Trust costing our family a Quarter 25% to 50% in Litigation.

@chanks9315 3 месяца назад

@T P P Thank you!! I thought Bam Bam was adopted, too -- you saved me some research 🤣

@teslarex 4 месяца назад

Happy Birthday! Thanks for educating us.

@wbaiey0 4 месяца назад

Thank you

@paulelliott7373 4 месяца назад

Happy birthday counsel🎂🎂🍾 Wish'n you many more great ones to come🍾🍾 Thank you, from Texas, for all you do!

@americasestateplanninglawy1946 4 месяца назад

Thanks so much

@user-zl1kd1uh7l 3 месяца назад

@americasestateplanninglawy1946 any recommendations on who to retain ,for representation in the central oregon Coastal areas, that is able to provide services associated with numerous out of state matters such as probate, real property,,bank accts.etc. and "same name" inheritance issues, pertaining to "living trust"

@mohanimaharaj702 4 месяца назад

Thanks for all this helpful information

@jeannieabrown3546 4 месяца назад

happy b-day Your easy to listen to Thanks

@cindybee9270 4 месяца назад

Happy birthday 🎂

@hzhang9024 4 месяца назад

Happy birthday! Very helpful information, thank you! I have a question: if I leave my stock account to my children in living trust. Are stocks treated the same as real estate with a step up base?

@jesseelkins6339 22 дня назад

IS THERE ANY WAY TO GIVE MY SON A PIECE OF PROPERTY AN GET A STEP UP BASIS

@teresabuck3305 4 месяца назад

If bought husband and wife are gone. What’s happening after do the beneficiary fallow husband trust and wife trust.

@rosaeliahernandez3091 4 месяца назад

Don't know if this is the right place to ask this but I was wondering if you could do a video on explaining certain terminology someone should know & be aware example "will only receive or be intiled to transfer of ilt upon pre-deceased individual family members"as well as a video on a non blood related beneficiary rights in reference to rights of blood iers thank you