• 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
  • 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
  • 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
  • Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • Guide to a Fiduciary Income Tax Return - TurboTax Tax Tip Video

    https://turbotax.intuit.com Just like your obligation to pay income taxes and file a return, trusts and estates must do so as well. 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
  • Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms

    Overview: This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms. Major Topics: Classifying receipts between “Income” and “Corpus” under the Uniform Principle and Income Act Calculation of DNI utilizing three different methods, a “Forms” method (Schedule B), a “Code” method...

    published: 08 Jun 2017
  • Agency: Fiduciary Duties

    published: 09 Feb 2017
  • Chapter 14 Income Taxation of Trusts & Estates

    Chapter 14 Income Taxation of Trusts & Estates

    published: 07 May 2017
  • 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
  • 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
  • Consider Family When Selecting Your Estate Fiduciary

    Source: https://www.podbean.com/media/share/pb-fz8ha-7dab71 In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

    published: 28 Nov 2017
  • A Brief Guide to Five Basic Fiduciary Duties of Trustees

    Attorney Gregory E. Robinson, who has 25 years of experience in the estate and business planning world, regularly publishes articles on wealth preservation strategies and conducts estate planning seminars throughout the St. Louis metro area. In this video, he discusses five basic fiduciary duties that trustees of an estate should be aware of. If you'd like to learn more about this topic, or estate planning in general, contact us at (636) 532-9500. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

    published: 07 Jul 2016
  • 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
  • What Defines You in Your Role When Administering an Estate? - Fiduciary Broker Vlog #5

    Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and I act as court appointed receiver administrator for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee in an estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz Today’s subject is about serving as a Trustee or an Administer to an Estate, and the obligation to act as a fiduciary in your role. I read a Zig Ziglar quote this morning that was very appropriate to this subject. Mr. Ziglar stated: “Integrity eliminates guilt, because you...

    published: 08 Nov 2017
  • 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
  • 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
  • Tax III - Trust and Estate Income Taxation

    Dr William Raabe adds some final thoughts on how to use fiduciary entities (trusts and estates) as part of a broader tax planning initiative. Topics include the entity's tax rate structure and termination date. Also addressed is the use of trusts for the post-mortem care of a decedent's surviving pets.

    published: 22 Sep 2012
  • 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
  • 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
  • Real Estate Broker & Agent Fiduciary Duties Owed to their Clients

    Learn about the 4 key points about the duties real estate agents and brokers owe to their clients! In California, real estate agents and brokers are "fiduciaries" to their clients or the "principals". They have an obligation of undivided service and loyalty AND must act with the highest degree of good faith. They may not obtain any unfair advantage over their clients. Finally, they must make full and complete disclosure of all material facts that might influence their client's decision to enter into a transaction.

    published: 31 Jan 2015
  • 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
  • Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series

    published: 17 Mar 2017
  • Nobody’s Home - Fiduciary Broker Vlog #2

    Keeping Vacant Homes Properly Insured in a Probate or Trust Estate. Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and court appointed receiver for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee of a Trust estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz The title of today’s video is “Nobody’s Home” because our subject is about insuring real property in an estate when the property is vacant. Properly insuring a vacant home or income property is the one of riskiest areas of ...

    published: 03 Nov 2017
  • Estate tax- CPA exam regulation REG

    estate tax, gift tax, form 706, form 709 transfer tax, federal gift tax, federal estate tax, gross estate, unified tax credit, formula for federal gift tax, trust, trustor, trustee, executor, alternative valuation date, AVD, gift tax liability, estate tax liability, death tax, gift annual exclusion, life estate, remainders, marital deductions, CPA exam

    published: 19 Nov 2015
  • Real Estate Fiduciaries Introduction

    published: 05 Oct 2016
  • 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
  • Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • Fiduciary Real Estate Corp | Luxurious Living

    Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/

    published: 09 Jun 2016
  • Fiduciary Real Estate Corp | Places to Live

    Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/

    published: 12 Sep 2016
developed with YouTube
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: 13313
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
Fiduciary Accounting for Trusts and Estates

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 174
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
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: 7459357
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)
Fiduciary Accounting for Estates and Trusts

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 215
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
Guide to a Fiduciary Income Tax Return - TurboTax Tax Tip Video

Guide to a Fiduciary Income Tax Return - TurboTax Tax Tip Video

  • Order:
  • Duration: 2:13
  • Updated: 13 Jul 2012
  • views: 6189
videos
https://turbotax.intuit.com Just like your obligation to pay income taxes and file a return, trusts and estates must do so as well. 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/Guide_To_A_Fiduciary_Income_Tax_Return_Turbotax_Tax_Tip_Video
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms

  • Order:
  • Duration: 1:23
  • Updated: 08 Jun 2017
  • views: 328
videos
Overview: This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms. Major Topics: Classifying receipts between “Income” and “Corpus” under the Uniform Principle and Income Act Calculation of DNI utilizing three different methods, a “Forms” method (Schedule B), a “Code” method, and a “Shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of Simple Trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms Learning Objectives: Be aware of fiduciary accounting principles Calculate Distributable Net Income and the income distribution deduction Prepare Form 1041 and Schedule K-1
https://wn.com/Fiduciary_Income_Tax_Returns_Form_1041_Workshop_With_Filled_In_Forms
Agency: Fiduciary Duties

Agency: Fiduciary Duties

  • Order:
  • Duration: 32:06
  • Updated: 09 Feb 2017
  • views: 574
videos
https://wn.com/Agency_Fiduciary_Duties
Chapter 14 Income Taxation of Trusts & Estates

Chapter 14 Income Taxation of Trusts & Estates

  • Order:
  • Duration: 44:42
  • Updated: 07 May 2017
  • views: 1397
videos
Chapter 14 Income Taxation of Trusts & Estates
https://wn.com/Chapter_14_Income_Taxation_Of_Trusts_Estates
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: 2296
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)
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: 15
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
Consider Family When Selecting Your Estate Fiduciary

Consider Family When Selecting Your Estate Fiduciary

  • Order:
  • Duration: 22:52
  • Updated: 28 Nov 2017
  • views: 0
videos
Source: https://www.podbean.com/media/share/pb-fz8ha-7dab71 In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.
https://wn.com/Consider_Family_When_Selecting_Your_Estate_Fiduciary
A Brief Guide to Five Basic Fiduciary Duties of Trustees

A Brief Guide to Five Basic Fiduciary Duties of Trustees

  • Order:
  • Duration: 5:11
  • Updated: 07 Jul 2016
  • views: 20
videos
Attorney Gregory E. Robinson, who has 25 years of experience in the estate and business planning world, regularly publishes articles on wealth preservation strategies and conducts estate planning seminars throughout the St. Louis metro area. In this video, he discusses five basic fiduciary duties that trustees of an estate should be aware of. If you'd like to learn more about this topic, or estate planning in general, contact us at (636) 532-9500. The choice of a lawyer is an important decision and should not be based solely upon advertisements.
https://wn.com/A_Brief_Guide_To_Five_Basic_Fiduciary_Duties_Of_Trustees
LawEasy.com - What is a Fiduciary?

LawEasy.com - What is a Fiduciary?

  • Order:
  • Duration: 10:09
  • Updated: 14 Jul 2009
  • views: 3855
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
What Defines You in Your Role When Administering an Estate? - Fiduciary Broker Vlog #5

What Defines You in Your Role When Administering an Estate? - Fiduciary Broker Vlog #5

  • Order:
  • Duration: 4:53
  • Updated: 08 Nov 2017
  • views: 13
videos
Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and I act as court appointed receiver administrator for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee in an estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz Today’s subject is about serving as a Trustee or an Administer to an Estate, and the obligation to act as a fiduciary in your role. I read a Zig Ziglar quote this morning that was very appropriate to this subject. Mr. Ziglar stated: “Integrity eliminates guilt, because you do the right thing.” If you are a family member that has been tasked to administer an estate, you may not know it but your actions will define you, and your family’s opinion of you, for years into the future. I know this from my own personal experience having acted as Probate Administrator in my father’s estate, and as the Trustee in my mother’ estate. If you have recently been appointed as a personal representative to a Probate or, as a Trustee to administer an estate, you will be presented with challenges in the coming months that you never imagined. Let me share with you a story about a very difficult I challenge I personally had to negotiate while acting as a Trustee administrating my mother’s estate. To complete the distributions to my siblings, who were beneficiaries, I needed to sell an income property that her estate partially owned. The tenant had provided me with the required written notice of their intention to exercise the option to purchase, and my siblings and I were anxious to complete that sale and make the final distributions of the estate. I had a willing buyer, who was the tenant in the property, but his business partner objected to the terms. The negotiations to settle with his unhappy partner took almost three months, during which time the bank withdrew its offer to fund the loan. Meanwhile, my younger sister, who had anticipating that the sale would be completed, and that she would receive a cash distribution, had gone under contract to buy a home in the city where she lived. She had placed a large non-refundable deposit on the home and had days to close her acquisition or she would forfeit her large deposit. As you can imagine, this created a lot of stress on me to perform and meet everyone’s expectations. Despite years of experience as a court appointed receiver administrator, and years of experience with all facets of probate, I found myself in a defining moment in my life. I knew that how I handled this situation would define my relationship with my siblings for the rest of my life. Fortunately, following the integrity advice of Zig Ziglar, I met the challenge head on and I did the right thing for my siblings. I managed to salvage the sale of the trust owned property, I found a bridge loan for my sister, so she did not have to forfeit her deposit and lose the home she and her husband wanted, and I made it possible for the tenant to get new preferred loan terms from their lender. It was the best solution for everyone, even though I personally had to give up a lot financially to make it happen. But I absolutely don’t regret the decisions I made at my own expense because I kept my relationship with my siblings in good standing. And that’s the same advice I would give anyone who is a trustee or an administrator to an estate: Do the right thing! Benefiting yourself at the expense of others is a recipe for broken relationships and poor reputations. In the long run, the potential financial gains are never worth the lifelong costs of bitter hurt feelings, and family rifts that can sometimes last for generations. My name is Dan Collins, I act as a “fiduciary broker” in probates and trusts that involve real property assets. To learn more, please visit my website: probte-realtor.biz Thank you for joining me today.
https://wn.com/What_Defines_You_In_Your_Role_When_Administering_An_Estate_Fiduciary_Broker_Vlog_5
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: 63
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
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: 839
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
Tax III - Trust and Estate Income Taxation

Tax III - Trust and Estate Income Taxation

  • Order:
  • Duration: 4:41
  • Updated: 22 Sep 2012
  • views: 3109
videos
Dr William Raabe adds some final thoughts on how to use fiduciary entities (trusts and estates) as part of a broader tax planning initiative. Topics include the entity's tax rate structure and termination date. Also addressed is the use of trusts for the post-mortem care of a decedent's surviving pets.
https://wn.com/Tax_Iii_Trust_And_Estate_Income_Taxation
Estate & Fiduciary Tax Services

Estate & Fiduciary Tax Services

  • Order:
  • Duration: 1:57
  • Updated: 06 Dec 2016
  • views: 24
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
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: 5414
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
Real Estate Broker & Agent Fiduciary Duties Owed to their Clients

Real Estate Broker & Agent Fiduciary Duties Owed to their Clients

  • Order:
  • Duration: 3:12
  • Updated: 31 Jan 2015
  • views: 1455
videos
Learn about the 4 key points about the duties real estate agents and brokers owe to their clients! In California, real estate agents and brokers are "fiduciaries" to their clients or the "principals". They have an obligation of undivided service and loyalty AND must act with the highest degree of good faith. They may not obtain any unfair advantage over their clients. Finally, they must make full and complete disclosure of all material facts that might influence their client's decision to enter into a transaction.
https://wn.com/Real_Estate_Broker_Agent_Fiduciary_Duties_Owed_To_Their_Clients
Legacy Fiduciary Services & Estate Planning

Legacy Fiduciary Services & Estate Planning

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  • Duration: 3:45
  • Updated: 23 Aug 2017
  • views: 19
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
Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series

Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series

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  • Duration: 0:26
  • Updated: 17 Mar 2017
  • views: 1
videos
https://wn.com/Estates_And_Trusts_A_Guide_For_Fiduciary_Advisors_Cpa_Practice_Guide_Series
Nobody’s Home - Fiduciary Broker Vlog #2

Nobody’s Home - Fiduciary Broker Vlog #2

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  • Duration: 4:05
  • Updated: 03 Nov 2017
  • views: 11
videos
Keeping Vacant Homes Properly Insured in a Probate or Trust Estate. Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and court appointed receiver for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee of a Trust estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz The title of today’s video is “Nobody’s Home” because our subject is about insuring real property in an estate when the property is vacant. Properly insuring a vacant home or income property is the one of riskiest areas of fiduciary responsibility where an estate Executor of Probate or a trustee of a Trust has fiduciary liability. If you serve as a Probate Administrator/Trustee you have a fiduciary duty to properly insure that high value asset – real property. Your insurance carrier for the home or building that is vacant must be told within 30-days of a property becoming vacant that it is not occupied, or you risk not having otherwise insurable losses covered if you submit a claim. A phone call to your insurance agent informing them the property is or will be vacant is all that is required. Is it more expensive to insure a home that’s vacant? Actually, yes, it can be because fire, vandalism and, burglaries, among other bad things, are more likely to happen when nobody’s home. If no one lives in the property and a water pipe breaks it may be days or longer before it is discovered. Whereas, if a pipe breaks in a property that is occupied it may be hours before it is discovered but it will usually be discovered quickly. So, remember, if a home or an income property is vacant, you must have proper insurance coverage in place. It is critical to inform the insurance carrier that the home or income property is vacant. That includes a vacancy between tenants for income properties. I recently served as a Fiduciary Broker in an Estate that included a vacant single-family home in San Francisco where the decedent had lived. The Trustee hired me in my capacity as a Fiduciary Broker to market the property for sale and to assist her in properly covering all the necessary matters of responsibility required from a person who administers an estate. The first piece of advice I gave the new Trustee was to call the insurance broker to inform him or her that the home was vacant. The Trustee looked through all the files in the home and she could not find any evidence in the decedents records that the property was insured. In fact, it turned out the property was not insured at all! Believe it or not, this is not uncommon. The decedent had no mortgage on the property. She had owned it free & clear of debt. Retired people often own their homes outright, free of debt. And, it is not uncommon that over time insurance policies may lapse and older people forget to replace insurance policies to protect their homes. I had the property appraised which is a good idea for many reasons when administering an estate, and its value exceeded $1.5M. If there had been a catastrophic loss such as a fire and the home burned down, there would have been no insurance policy in place to replace that valuable asset. I made certain the new insurance policy covered the home as a vacant structure because if that information had not been provided to the insurance broker the new insurance policy would not have covered the home if it burned down. My name is Dan Collins, I act as a “fiduciary broker” in probates and trusts that involve real property assets. To learn more, please visit my website: probate-realtor.biz Thank you for joining me today.
https://wn.com/Nobody’S_Home_Fiduciary_Broker_Vlog_2
Estate tax- CPA exam regulation REG

Estate tax- CPA exam regulation REG

  • Order:
  • Duration: 35:09
  • Updated: 19 Nov 2015
  • views: 7249
videos
estate tax, gift tax, form 706, form 709 transfer tax, federal gift tax, federal estate tax, gross estate, unified tax credit, formula for federal gift tax, trust, trustor, trustee, executor, alternative valuation date, AVD, gift tax liability, estate tax liability, death tax, gift annual exclusion, life estate, remainders, marital deductions, CPA exam
https://wn.com/Estate_Tax_Cpa_Exam_Regulation_Reg
Real Estate Fiduciaries Introduction

Real Estate Fiduciaries Introduction

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  • Duration: 4:32
  • Updated: 05 Oct 2016
  • views: 60
videos
https://wn.com/Real_Estate_Fiduciaries_Introduction
Estate & Fiduciary Tax Services

Estate & Fiduciary Tax Services

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  • Duration: 1:57
  • Updated: 06 Dec 2016
  • views: 25
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
Fiduciary Accounting for Estates and Trusts

Fiduciary Accounting for Estates and Trusts

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  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 158
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
Fiduciary Real Estate Corp | Luxurious Living

Fiduciary Real Estate Corp | Luxurious Living

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  • Duration: 0:28
  • Updated: 09 Jun 2016
  • views: 9
videos
Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/
https://wn.com/Fiduciary_Real_Estate_Corp_|_Luxurious_Living
Fiduciary Real Estate Corp | Places to Live

Fiduciary Real Estate Corp | Places to Live

  • Order:
  • Duration: 0:25
  • Updated: 12 Sep 2016
  • views: 8
videos
Fiduciary Real Estate Corp (414) 226-4535 http://www.fred-inc.com/
https://wn.com/Fiduciary_Real_Estate_Corp_|_Places_To_Live
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