• Fiduciary Accounting for Trusts and Estates

    With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at sditman@berdonllp.com.

    published: 26 Sep 2016
  • Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • Real Estate Exam Prep Videos - Fiduciary Duties - Real Estate Exam Study Aid

    To get this complete real estate study guide and more real estate exam prep videos at half price for a limited time, visit https://www.udemy.com/realestatelicense/?couponCode=16limitedtime How To Get Into Real Estate And Pass The Real Estate Exam -Learn how to get into real estate and pass the real estate exam! A real estate exam study guide for every state! In this lecture, we talk about the fiduciary duties that agents owe to clients. Visit http://jeffcrowe.realtor for more info. You cannot become a real estate agent without mastering the core concepts of real estate. Truly mastering these concepts will help you pass the real estate exam and make you a better real estate agent. NOTE: This course is applicable in all 50 states. In this course you will gain a deep understanding of the...

    published: 10 May 2016
  • What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video

    https://turbotax.intuit.com Have you been appointed as trustee of a trust or the administrator of an estate? If so, you may be interested to hear about the tax returns you are responsible for filing. Watch this video to find out more about fiduciary income tax returns. TurboTax Home: https://turbotax.intuit.com TurboTax Support: https://ttlc.intuit.com/ TurboTax Blog: http://blog.turbotax.intuit.com TurboTax Twitter: https://twitter.com/turbotax TurboTax Facebook: https://www.facebook.com/TurboTax TurboTax Pinterest: https://www.pinterest.com/turbotax/ TurboTax Tumblr: http://turbotax.tumblr.com/

    published: 13 Jul 2012
  • Addressing the Issues that Confront a Fiduciary of an Estate

    Are you an Executor, Administrator or Trustee of an Estate? If so, this page is written for you. There are many issues that can and will likely affect you while serving as the Fiduciary of an Estate. At Hanlon Niemann & Wright we are here to help you! After reading through the information on this page, contact me personally so we can discuss your situation in greater detail. I’m easy to talk to genuinely interested in your situation, and will always explain everything to you in easy to understand explanations. https://www.willcontestandprobatelitigationattorney.com/defending-claims-executor-trustee/

    published: 01 May 2017
  • Retirement Plans: Last Week Tonight with John Oliver (HBO)

    Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight

    published: 13 Jun 2016
  • Frequent Estate Planning Mistakes - Naming Children as Fiduciary of Estate

    Foulston Siefkin Estate Planning partner Tim O'Sullivan explains the most common mistakes people make when planning their estate.

    published: 15 Aug 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
  • What is a fiduciary?

    Joe Gonzalez, Joe Gonzalez, PA, (813) 445-4378. Florida Estate Planning Law FAQs: http://thelaw.tv/tampa/Estate+Planning+Law Disclaimer: http://thelaw.tv/tampa/a/d/

    published: 20 Aug 2012
  • Fiduciary Roles in Your Illinois Estate Plan

    A “fiduciary” role refers to a position of trust, often involving money or property that has been entrusted to the individual in the fiduciary role. Learn more about fiduciary role in this presentation. http://nashbeanford.com/estate_planning/index.php/estate-planning/

    published: 10 Jul 2016
  • What is a Fiduciary Relationship?

    David Skidmore, probate litigation attorney at the law firm Warner Norcross & Judd LLP, explains the fiduciary relationship and duties. For more information, visit ProbateLitigationMichigan.com

    published: 24 May 2013
  • What is a fiduciary?

    Oakstone Law PL | 5137 Castello Drive, Suite 2, Naples, Florida 34103 | 239.206.3454 | http://oakstonelaw.com/ | Estate Planning Law

    published: 11 Dec 2014
  • Concept of Fiduciary

    Ian Hull, Suzana Popovic-Montag and David Freedman discuss the concept of fiduciary.

    published: 23 Jul 2014
  • Probate: "Does the fiduciary of an estate get paid?"

    Probate: "Does the fiduciary of an estate get paid?" These videos are designed to educate viewers on Ohio probate law. These videos are not to be construed as legal advice. Please seek the advice of a local attorney regarding your specific situation. For more online sources on this and similar topics, please visit our firm youtube channel at: www.youtube.com/tibbslawoffice Tibbs Law Office, LLC 1329 East Kemper Rd. #4230A Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com www.tibbslawoffice.com

    published: 19 Aug 2011
  • What is a fiduciary?

    Estate planning attorney and probate lawyer Randy Coleman, The Coleman Law Firm, PLLC, http://www.thecolemanlawfirm.net/ - (904) 448-1969 Jacksonville and Palm Coast, Florida Estate Planning Law FAQs: discusses the concept of a fiduciary and the fiduciary's duties and responsibilities under Florida probate law and estate planning law.

    published: 21 Oct 2011
  • Legacy Fiduciary Services & Estate Planning

    LEGACY FS aim to add value to your life by providing you with a range of estate planning, trustee, executor, succession planning and related services. #CorporateVideo #BusinessEssentials #BECorporateVideo http://www.businessessentials.co.za/partner/legacy-fiduciary-estate-planning/

    published: 23 Aug 2017
  • Fiduciary Duties of a Florida Estate Executor

    What are the fiduciary duties or obligations of a Florida estate executor? We call an executor of a Florida estate a personal representative. They have fiduciary duties, they have obligations that they are required to comply with. If they don’t comply with those duties or they breach them, they break them, they can be removed, they can be surcharged, and they can be taxed with fees or costs or a fine levied by a probate court. So, you need to understand what the duties are of a Florida estate administrator, or personal representative, and whether they are doing a good job or not. From there, you can determine whether they have breached any of their duties, but with that said, the duties of a Florida estate administrator are as you would expect them to be in most fiduciaries, good faith, fa...

    published: 05 Sep 2014
  • LawEasy.com - What is a Fiduciary?

    Trustees under trusts you set up, the executor or personal representative under your will, guardians for your children, health care agents under your medical power of attorney (health care proxy), and financial agents under a durable power of attorney, are all fiduciaries. The most important step in all of your estate planning is picking appropriate fiduciaries. But the decision is more involved then most people understand. With some simple checks and balances (e.g. co-fiduciaries), or creating checks and balances, you can have much greater assurance that your fiduciaries will perform their important rules as you wish. This practical video will help you understand how.

    published: 14 Jul 2009
  • Agency: Fiduciary Duties

    published: 09 Feb 2017
  • FAQ: What is a fiduciary?

    Frank Pugh, partner in Smith & Pugh, PLC explains the role of a fiduciary in estate planning and trust administration.

    published: 01 May 2015
  • Trust Education: Fiduciary Investing for Trusts and Estates

    by National Advisors Trust Company, FSB December 2014 - This program will explore the initial and annual investment objective setting and execution related to trusts and estates. Using the Uniform Prudent Investor Act as a guide, we will examine the thought process, considerations, documentation and ongoing review of challenging investment decisions. Topics include: • Concentrations • Initial assets • DelegationFactors to consider

    published: 18 Mar 2015
  • Estate & Fiduciary Tax Services

    Learn about our estate & fiduciary tax services designed to support Pittsburgh and Pennsylvania law firms with estate administration - H2R CPAs - Pittsburgh CPA Firm.

    published: 06 Dec 2016
  • Agent for Fiduciary

    Agent for Fiduciary is when an individual who is either serving as a trustee of a trust or as an executor or personal representative of an estate engages a third party such as U.S. Trust to assist them with the asset management and administration of that trust or estate responsibility. Learn more: www.ustrust.com

    published: 27 Feb 2015
  • What Are The Legal Responsibilities of a Real Estate Agent? (Fiduciary Duties)

    Have you ever wondered what the legal responsibilities are of a real estate professional? In order to keep their license and be able to help people buy & sell property, they need to follow a code of ethics and abide by their 'Fiduciary Duties.' David Olson talks about the specific responsibilites that every agent has in the State of Minnesota.

    published: 21 May 2012
developed with YouTube
Fiduciary Accounting for Trusts and Estates

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 128
videos
With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at sditman@berdonllp.com.
https://wn.com/Fiduciary_Accounting_For_Trusts_And_Estates
Fiduciary Accounting for Estates and Trusts

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 195
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
Real Estate Exam Prep Videos - Fiduciary Duties - Real Estate Exam Study Aid

Real Estate Exam Prep Videos - Fiduciary Duties - Real Estate Exam Study Aid

  • Order:
  • Duration: 1:44
  • Updated: 10 May 2016
  • views: 684
videos
To get this complete real estate study guide and more real estate exam prep videos at half price for a limited time, visit https://www.udemy.com/realestatelicense/?couponCode=16limitedtime How To Get Into Real Estate And Pass The Real Estate Exam -Learn how to get into real estate and pass the real estate exam! A real estate exam study guide for every state! In this lecture, we talk about the fiduciary duties that agents owe to clients. Visit http://jeffcrowe.realtor for more info. You cannot become a real estate agent without mastering the core concepts of real estate. Truly mastering these concepts will help you pass the real estate exam and make you a better real estate agent. NOTE: This course is applicable in all 50 states. In this course you will gain a deep understanding of the core concepts of real estate, prepare to pass the real estate license exam, and put that knowledge to use in a real estate career to avoid common pitfalls and drastically improve your chances to be a successful agent. You will find solutions to issues that veteran agents may find incomprehensible. This course will cover such advanced concepts as real property vs personal property, types of ownership, types of agency, types of listing agreements, how to figure list price, cost approach to valuing property, descriptions used to define real estate, sales contracts, negotiations, mortgages, mortgage insurance programs, property taxes, and more. We'll take a hard look at subjects such as fiduciary duties and types of disclosures to protect agents when helping clients buy and sell real estate. Finally, you'll learn about the various types of closings and how real estate agents are paid. What you'll learn in this course will help you pass the real estate exam, prepare you for a career in real estate, and help you when you are faced with objections in your real estate career. Thanks for watching my real estate exam prep videos! Real Estate Exam | Real Estate Exam Prep | Real Estate Test | How to Become a Real Estate Agent | Becoming a Real Estate Agent | Real Estate School | Real Estate Courses | Real Estate Class | Becoming a Real Estate Agent | Get Real Estate License
https://wn.com/Real_Estate_Exam_Prep_Videos_Fiduciary_Duties_Real_Estate_Exam_Study_Aid
What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video

What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video

  • Order:
  • Duration: 2:10
  • Updated: 13 Jul 2012
  • views: 12921
videos
https://turbotax.intuit.com Have you been appointed as trustee of a trust or the administrator of an estate? If so, you may be interested to hear about the tax returns you are responsible for filing. Watch this video to find out more about fiduciary income tax returns. TurboTax Home: https://turbotax.intuit.com TurboTax Support: https://ttlc.intuit.com/ TurboTax Blog: http://blog.turbotax.intuit.com TurboTax Twitter: https://twitter.com/turbotax TurboTax Facebook: https://www.facebook.com/TurboTax TurboTax Pinterest: https://www.pinterest.com/turbotax/ TurboTax Tumblr: http://turbotax.tumblr.com/
https://wn.com/What_Is_A_Fiduciary_Income_Tax_Return_Turbotax_Tax_Tip_Video
Addressing the Issues that Confront a Fiduciary of an Estate

Addressing the Issues that Confront a Fiduciary of an Estate

  • Order:
  • Duration: 0:41
  • Updated: 01 May 2017
  • views: 12
videos
Are you an Executor, Administrator or Trustee of an Estate? If so, this page is written for you. There are many issues that can and will likely affect you while serving as the Fiduciary of an Estate. At Hanlon Niemann & Wright we are here to help you! After reading through the information on this page, contact me personally so we can discuss your situation in greater detail. I’m easy to talk to genuinely interested in your situation, and will always explain everything to you in easy to understand explanations. https://www.willcontestandprobatelitigationattorney.com/defending-claims-executor-trustee/
https://wn.com/Addressing_The_Issues_That_Confront_A_Fiduciary_Of_An_Estate
Retirement Plans: Last Week Tonight with John Oliver (HBO)

Retirement Plans: Last Week Tonight with John Oliver (HBO)

  • Order:
  • Duration: 21:30
  • Updated: 13 Jun 2016
  • views: 7027042
videos
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
https://wn.com/Retirement_Plans_Last_Week_Tonight_With_John_Oliver_(Hbo)
Frequent Estate Planning Mistakes - Naming Children as Fiduciary of Estate

Frequent Estate Planning Mistakes - Naming Children as Fiduciary of Estate

  • Order:
  • Duration: 4:07
  • Updated: 15 Aug 2014
  • views: 59
videos
Foulston Siefkin Estate Planning partner Tim O'Sullivan explains the most common mistakes people make when planning their estate.
https://wn.com/Frequent_Estate_Planning_Mistakes_Naming_Children_As_Fiduciary_Of_Estate
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: 4994
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
What is a fiduciary?

What is a fiduciary?

  • Order:
  • Duration: 0:47
  • Updated: 20 Aug 2012
  • views: 8
videos
Joe Gonzalez, Joe Gonzalez, PA, (813) 445-4378. Florida Estate Planning Law FAQs: http://thelaw.tv/tampa/Estate+Planning+Law Disclaimer: http://thelaw.tv/tampa/a/d/
https://wn.com/What_Is_A_Fiduciary
Fiduciary Roles in Your Illinois Estate Plan

Fiduciary Roles in Your Illinois Estate Plan

  • Order:
  • Duration: 7:42
  • Updated: 10 Jul 2016
  • views: 8
videos
A “fiduciary” role refers to a position of trust, often involving money or property that has been entrusted to the individual in the fiduciary role. Learn more about fiduciary role in this presentation. http://nashbeanford.com/estate_planning/index.php/estate-planning/
https://wn.com/Fiduciary_Roles_In_Your_Illinois_Estate_Plan
What is a Fiduciary Relationship?

What is a Fiduciary Relationship?

  • Order:
  • Duration: 2:24
  • Updated: 24 May 2013
  • views: 1024
videos
David Skidmore, probate litigation attorney at the law firm Warner Norcross & Judd LLP, explains the fiduciary relationship and duties. For more information, visit ProbateLitigationMichigan.com
https://wn.com/What_Is_A_Fiduciary_Relationship
What is a fiduciary?

What is a fiduciary?

  • Order:
  • Duration: 1:17
  • Updated: 11 Dec 2014
  • views: 5
videos
Oakstone Law PL | 5137 Castello Drive, Suite 2, Naples, Florida 34103 | 239.206.3454 | http://oakstonelaw.com/ | Estate Planning Law
https://wn.com/What_Is_A_Fiduciary
Concept of Fiduciary

Concept of Fiduciary

  • Order:
  • Duration: 6:30
  • Updated: 23 Jul 2014
  • views: 104
videos
Ian Hull, Suzana Popovic-Montag and David Freedman discuss the concept of fiduciary.
https://wn.com/Concept_Of_Fiduciary
Probate: "Does the fiduciary of an estate get paid?"

Probate: "Does the fiduciary of an estate get paid?"

  • Order:
  • Duration: 0:35
  • Updated: 19 Aug 2011
  • views: 145
videos
Probate: "Does the fiduciary of an estate get paid?" These videos are designed to educate viewers on Ohio probate law. These videos are not to be construed as legal advice. Please seek the advice of a local attorney regarding your specific situation. For more online sources on this and similar topics, please visit our firm youtube channel at: www.youtube.com/tibbslawoffice Tibbs Law Office, LLC 1329 East Kemper Rd. #4230A Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com www.tibbslawoffice.com
https://wn.com/Probate_Does_The_Fiduciary_Of_An_Estate_Get_Paid
What is a fiduciary?

What is a fiduciary?

  • Order:
  • Duration: 0:56
  • Updated: 21 Oct 2011
  • views: 400
videos
Estate planning attorney and probate lawyer Randy Coleman, The Coleman Law Firm, PLLC, http://www.thecolemanlawfirm.net/ - (904) 448-1969 Jacksonville and Palm Coast, Florida Estate Planning Law FAQs: discusses the concept of a fiduciary and the fiduciary's duties and responsibilities under Florida probate law and estate planning law.
https://wn.com/What_Is_A_Fiduciary
Legacy Fiduciary Services & Estate Planning

Legacy Fiduciary Services & Estate Planning

  • Order:
  • Duration: 3:45
  • Updated: 23 Aug 2017
  • views: 15
videos
LEGACY FS aim to add value to your life by providing you with a range of estate planning, trustee, executor, succession planning and related services. #CorporateVideo #BusinessEssentials #BECorporateVideo http://www.businessessentials.co.za/partner/legacy-fiduciary-estate-planning/
https://wn.com/Legacy_Fiduciary_Services_Estate_Planning
Fiduciary Duties of a Florida Estate Executor

Fiduciary Duties of a Florida Estate Executor

  • Order:
  • Duration: 0:51
  • Updated: 05 Sep 2014
  • views: 123
videos
What are the fiduciary duties or obligations of a Florida estate executor? We call an executor of a Florida estate a personal representative. They have fiduciary duties, they have obligations that they are required to comply with. If they don’t comply with those duties or they breach them, they break them, they can be removed, they can be surcharged, and they can be taxed with fees or costs or a fine levied by a probate court. So, you need to understand what the duties are of a Florida estate administrator, or personal representative, and whether they are doing a good job or not. From there, you can determine whether they have breached any of their duties, but with that said, the duties of a Florida estate administrator are as you would expect them to be in most fiduciaries, good faith, fair dealing, take care of the beneficiaries, be truthful with everyone.
https://wn.com/Fiduciary_Duties_Of_A_Florida_Estate_Executor
LawEasy.com - What is a Fiduciary?

LawEasy.com - What is a Fiduciary?

  • Order:
  • Duration: 10:09
  • Updated: 14 Jul 2009
  • views: 3670
videos
Trustees under trusts you set up, the executor or personal representative under your will, guardians for your children, health care agents under your medical power of attorney (health care proxy), and financial agents under a durable power of attorney, are all fiduciaries. The most important step in all of your estate planning is picking appropriate fiduciaries. But the decision is more involved then most people understand. With some simple checks and balances (e.g. co-fiduciaries), or creating checks and balances, you can have much greater assurance that your fiduciaries will perform their important rules as you wish. This practical video will help you understand how.
https://wn.com/Laweasy.Com_What_Is_A_Fiduciary
Agency: Fiduciary Duties

Agency: Fiduciary Duties

  • Order:
  • Duration: 32:06
  • Updated: 09 Feb 2017
  • views: 322
videos
https://wn.com/Agency_Fiduciary_Duties
FAQ: What is a fiduciary?

FAQ: What is a fiduciary?

  • Order:
  • Duration: 0:46
  • Updated: 01 May 2015
  • views: 42
videos
Frank Pugh, partner in Smith & Pugh, PLC explains the role of a fiduciary in estate planning and trust administration.
https://wn.com/Faq_What_Is_A_Fiduciary
Trust Education: Fiduciary Investing for Trusts and Estates

Trust Education: Fiduciary Investing for Trusts and Estates

  • Order:
  • Duration: 1:05:15
  • Updated: 18 Mar 2015
  • views: 391
videos
by National Advisors Trust Company, FSB December 2014 - This program will explore the initial and annual investment objective setting and execution related to trusts and estates. Using the Uniform Prudent Investor Act as a guide, we will examine the thought process, considerations, documentation and ongoing review of challenging investment decisions. Topics include: • Concentrations • Initial assets • DelegationFactors to consider
https://wn.com/Trust_Education_Fiduciary_Investing_For_Trusts_And_Estates
Estate & Fiduciary Tax Services

Estate & Fiduciary Tax Services

  • Order:
  • Duration: 1:57
  • Updated: 06 Dec 2016
  • views: 26
videos
Learn about our estate & fiduciary tax services designed to support Pittsburgh and Pennsylvania law firms with estate administration - H2R CPAs - Pittsburgh CPA Firm.
https://wn.com/Estate_Fiduciary_Tax_Services
Agent for Fiduciary

Agent for Fiduciary

  • Order:
  • Duration: 3:46
  • Updated: 27 Feb 2015
  • views: 537
videos
Agent for Fiduciary is when an individual who is either serving as a trustee of a trust or as an executor or personal representative of an estate engages a third party such as U.S. Trust to assist them with the asset management and administration of that trust or estate responsibility. Learn more: www.ustrust.com
https://wn.com/Agent_For_Fiduciary
What Are The Legal Responsibilities of a Real Estate Agent? (Fiduciary Duties)

What Are The Legal Responsibilities of a Real Estate Agent? (Fiduciary Duties)

  • Order:
  • Duration: 3:59
  • Updated: 21 May 2012
  • views: 2057
videos
Have you ever wondered what the legal responsibilities are of a real estate professional? In order to keep their license and be able to help people buy & sell property, they need to follow a code of ethics and abide by their 'Fiduciary Duties.' David Olson talks about the specific responsibilites that every agent has in the State of Minnesota.
https://wn.com/What_Are_The_Legal_Responsibilities_Of_A_Real_Estate_Agent_(Fiduciary_Duties)