trust 101 series
May 20, 2022
What is a trustee reserve? In a trust administration, a “reserve” is money that the trustee retains until certain [...]
May 6, 2022
https://youtu.be/C4Z76BrNGN8 Trust Asset Distribution If you are a trustee, after distributing the accounting, the trustee’s report, and [...]
January 20, 2022
https://youtu.be/BtbuWlLUi5I Trust Asset Valuation As an executor or trustee, you have probably collected and liquidated assets. You've probably even liquidated [...]
December 27, 2021
https://youtu.be/47iLDA5OBnI For most Trustees, the time will come where you must liquidate assets. What is liquidating assets? It’s just [...]
November 11, 2021
https://youtu.be/ZTYjsoXEedI How To Collect Assets Like Bank Accounts It's not always easy to be a trustee, and there are [...]
October 27, 2021
https://youtu.be/ap9RHbXe7Qw Being a trustee is all about collecting assets, getting them under the trust, paying off bills appropriately, and then [...]
October 12, 2021
https://youtu.be/OWE1_jSXa2o The goal of collecting assets is to make sure that they are in the right place. A trustee has [...]
September 30, 2021
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 [...]
June 4, 2021
https://youtu.be/l82paNWQRvw Welcome back to our Trust 101 series. This is video four of module two of our Trust 101 series. [...]
May 14, 2021
https://youtu.be/LZbwv2WRya4 Duties Of A Trustee Welcome back to our series on Trusts, our “Trusts 101” series. This is our third [...]