gary winter

What is a trustee reserve? In a trust administration, a “reserve” is money that the trustee retains until certain [...]

https://youtu.be/C4Z76BrNGN8 Trust Asset Distribution If you are a trustee, after distributing the accounting, the trustee’s report, and [...]

https://youtu.be/DTzcsW8dlL0 How to Pay Bills As a Trustee As a trustee, you've taken on many important tasks. You can handle [...]

https://youtu.be/BtbuWlLUi5I Trust Asset Valuation As an executor or trustee, you have probably collected and liquidated assets. You've probably even liquidated [...]

https://youtu.be/47iLDA5OBnI For most Trustees, the time will come where you must liquidate assets. What is liquidating assets? It’s just [...]

https://youtu.be/ap9RHbXe7Qw Being a trustee is all about collecting assets, getting them under the trust, paying off bills appropriately, and then [...]

https://youtu.be/OWE1_jSXa2o The goal of collecting assets is to make sure that they are in the right place. A trustee has [...]

https://youtu.be/WpXPDFcpdIA So, you've been entrusted with the task of collecting assets on behalf of a trust. As an officer of the [...]

https://youtu.be/qNU_Tazto60 Legal Notice as a Trustee Welcome back to our Trust 101 Series. This is video two in module two [...]

https://youtu.be/NwdY3BjdNSw Becoming a Trustee In this first video of module two of our Trust 101 Series, we're talking about [...]