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Can A Beneficiary Also Be The Trustee Of A Living Trust? 

Tree of Life Law Firm
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26 окт 2024

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Комментарии : 57   
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Hi friends, was this video helpful? Please leave a comment below so we can make more practical videos about beneficiaries and trustees!
@lenasvoboda4821
@lenasvoboda4821 7 месяцев назад
Hi , Thank you for providing such a thorough explanation. Your videos were extremely beneficial and I would greatly appreciate it if you could create more.
@MadOldMan-ck5wq
@MadOldMan-ck5wq 5 месяцев назад
Are you a Trust Administration Lawyer that performs the dozens of steps needed to avoid Trust Forgery or Estate Planner installing just a few steps?
@trangnguyen-yx9px
@trangnguyen-yx9px Год назад
Edmund is a great teacher, he’s explaining things in simple ways that easy to understand. Thank you!
@treeoflifelawfirm
@treeoflifelawfirm Год назад
You are welcome. Glad it was helpful!
@MadOldMan-ck5wq
@MadOldMan-ck5wq 6 месяцев назад
Older clients know it’s not as easy as it sounds legal documents in the hands of citizens are stealing our homes and putting us on the street.
@thandomchunu3002
@thandomchunu3002 Год назад
Very helpful video, things to consider before starting a Trust. I'm a father of two and just got introduced to the idea of Trust
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Glad it was helpful!
@Rfrancoisx
@Rfrancoisx Год назад
Thank you for all this timely information!
@treeoflifelawfirm
@treeoflifelawfirm Год назад
You are welcome. Glad it was helpful!
@lisaleelee9847
@lisaleelee9847 3 месяца назад
Amen, God is good all the time. Thanks for the advice and for praying for everyone in here
@treeoflifelawfirm
@treeoflifelawfirm 3 месяца назад
You are so welcome. God bless!
@christinewu8481
@christinewu8481 9 месяцев назад
This is very clear and helpful. Thanks for doing the education and your love of God, Edmund!
@treeoflifelawfirm
@treeoflifelawfirm 8 месяцев назад
You're welcome. Glad it was helpful!
@opportunix
@opportunix Год назад
Thanks brother this was very helpful. More would be appreciated. Cheers
@treeoflifelawfirm
@treeoflifelawfirm Год назад
You are welcome. Glad it was helpful!
@potatoechung
@potatoechung 4 месяца назад
Edmund, you are a God-sent angel. May you and all your loved ones be blessed every day. Too bad my husband and I are in Texas! Is your practice only limited to serving Californians?
@treeoflifelawfirm
@treeoflifelawfirm 4 месяца назад
Hello, please call us at (408) 412-1913 to schedule a free phone consultation.
@daisymarks6566
@daisymarks6566 4 месяца назад
It was very helpful thank you! How refreshing to have a Christian praying over their work. Amem!
@treeoflifelawfirm
@treeoflifelawfirm 4 месяца назад
You're welcome. Glad it was helpful!
@unisalon
@unisalon Год назад
Hi Edmund, do you do or teach on your workshop special need trust. please let me know , i would like to sign up. thanks Michael
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@bettyjones973
@bettyjones973 7 месяцев назад
❤Thank you for being soooo understandable!!
@treeoflifelawfirm
@treeoflifelawfirm 7 месяцев назад
You are welcome!
@robbonslett8888
@robbonslett8888 8 месяцев назад
Does you firm offer legal advice for CA residents for the trustee after the trustor passes from these trusts you are showing ste-by-step on? I enjoy your videos and your bravery with your faith : )
@treeoflifelawfirm
@treeoflifelawfirm 8 месяцев назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@SpiceRadio504
@SpiceRadio504 7 месяцев назад
@HOAIBACT
@HOAIBACT Год назад
Hi Yan, I have 2 estates from 2 different states. I will have my living trust done soon in my primary state. Do I need to have another lawyer firm done for the one in another state for the 2nd estate? Thank you!
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@ellenjoyner5394
@ellenjoyner5394 2 месяца назад
I would like to talk to you about what I should do about leaving to my children.
@treeoflifelawfirm
@treeoflifelawfirm 2 месяца назад
Hello, you may call us at ‪(408) 412-1913 and we'll be happy to help.
@sharperatio88
@sharperatio88 3 месяца назад
Can you somehow turn down the music in the background? You provide such good details but it's hard to listen to with that muzak playing.
@treeoflifelawfirm
@treeoflifelawfirm 3 месяца назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@lankiszabo5576
@lankiszabo5576 8 месяцев назад
Want to learn more
@MARGARETTONG-cw5qs
@MARGARETTONG-cw5qs Год назад
I want to update my revocable living trust which was done by myself three to four years ago. Is that something you can assist?
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Hi Margarett, nice to meet you. If you'd like, we can schedule a call so I can get to know your family and see how we can help you. Please call our office at (408) 412-1913... or fill out the form on the bottom of my website to book a date/time with our attorney Edmund Yan: www.treeoflife.legal Please note that this is not legal or financial advice. My response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@lindatian7929
@lindatian7929 Год назад
Your class is for California residents, right?
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Hi, the free trust class is also for anyone outside California.
@superfluous5480
@superfluous5480 10 месяцев назад
Hi Edmund, would it be beneficial to setup an anonymous LLC and make beneficiaries members and use the LLC as Trustee?
@treeoflifelawfirm
@treeoflifelawfirm 9 месяцев назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@MadOldMan-ck5wq
@MadOldMan-ck5wq 6 месяцев назад
This old man says LLC thieves steal it so get a Traditional Family Lawyer including Edmund if he distinguishes himself among his peers advancing his career to install a forgery proof NICER Permission Ledger Validation certification Trust Prebate Probate Nickel and Dime alternative to DIY Litigation Quartet.
@evelynbrouzas3186
@evelynbrouzas3186 5 месяцев назад
Hello I asked a lawyer to transfer my property to living trust I am d grantor n I’m d trustee n my lawyer added another name next to me how do I correct this I asked another lawyer to help me but failed to help me can I hire another lawyer to do another trust transfer but d county Assesor has increase my tax n said there’s change of ownership do I need to take this matter to court for fraud
@treeoflifelawfirm
@treeoflifelawfirm 5 месяцев назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@Divine_healing
@Divine_healing Год назад
Can you do two trustees?
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@glenstern8989
@glenstern8989 Год назад
Glen Stern 👤💭12:02 P.M. Fr 07.28.2023 Figuratively speaking - is it true a legal California entity (ie., a company or another type of trust - say an individual living trust) to act as a grantor and trustee , to a trust? If for whatever reason you are not allowed to answer my question, please let me know and I will understand and be no less appreciative. Thanx.
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@karenribby5920
@karenribby5920 Год назад
I want to name 2of my children as co-trustees, and they are also beneficiaries….will this work?
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@Rumotorizednosparknoride-w9i
@Rumotorizednosparknoride-w9i 2 месяца назад
If your father passed away and your mother was left the money and you were put on a trust with your brother can your mother just give it away to anybody she wants even know that's what your dad said we were supposed to do
@treeoflifelawfirm
@treeoflifelawfirm 2 месяца назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@lantdo6636
@lantdo6636 Год назад
Hi please answer my question I am 65 years old, i am getting the help in In home support services from County CA long time I have charged my money from my house after i die and i put my house in trutees? Currently My son lives at home with me and he is beneficiary Thank you so much, hope you respond me as soon as possible
@treeoflifelawfirm
@treeoflifelawfirm Год назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
@pilarfish4019
@pilarfish4019 4 месяца назад
Can a wife be name the beneficiary and trustee?
@treeoflifelawfirm
@treeoflifelawfirm 4 месяца назад
Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming! Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.
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