• 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
  • 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
  • Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series

    published: 17 Mar 2017
  • 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
  • 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
  • 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
  • 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
  • How Receivership can Protect Values in Matters of Trust & Probate - Fiduciary Broker Vlog #6

    Hi, I’m Dan Collins – a California licensed real estate broker with expertise in real property matters in Probates and Trusts. I am also a California licensed general contractor and receivership expert.  To learn more about receiverships protecting values, please visit my website: probate-realtor.biz  I want to tell you about how receivers can be useful in difficult trust or probate cases.   Family relationships can sometimes create toxic environments, especially amongst siblings who are beneficiaries to a Trust or ProbateLet’s be truthful here; being asked to act as a Trustee or to administrator probate is a thankless duty that comes with real exposure to risk and liabilities.  In a family dynamic, it is usually the most responsible sibling who is appointed to act and administer a T...

    published: 12 Nov 2017
  • Private Professional Fiduciary

    As one of a select group of private professional fiduciaries in California, Tucker Cheadle provides clients the experience and expertise to provide estate planning and trust guidance with the ability to navigate the tax issues surrounding a trust. Hiring a private professional fiduciary is more efficient and cost effective than working with a bank, and the client fairs much better in the process. Learn more at www.cheadlelaw.net

    published: 30 Jan 2012
  • Death and Taxes: Decedent Tax Attributes, and Estate vs. Trust Fiduciary Returns

    Click here for more https://www.elifinancial.com/taxation/death-taxes-decedent-tax-attributes-estate-trust-fiduciary-returns Death and Taxes: Decedent Tax Attributes, and Estate vs. Trust Fiduciary Returns This session with taxation expert Vicki Mulak, EA, CFP®, will enable tax professionals to gain competencies in administration of an estate or trust and the associated tax returns, and to brush up their skills with final 1040s and fiduciary returns. Tax professionals just getting their feet wet in this very rewarding area of tax practice will also find this session indispensable. Vicki will provide examples of common scenarios with calculations and completed tax forms. She’ll also provide you with information regarding recent changes affecting how to make a late probability election. Con...

    published: 23 Aug 2017
  • 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
  • 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
  • Fiduciary Duty. BC Real Estate 101

    When you’re buying or selling Real Estate you need to know who is representing you and looking out for your best interest and who is not.  That’s fiduciary duty. If you want to voice your opinion or get in touch with Owen, please email owen@owenbigland.com and visit http://www.owenbigland.com for all his Inside Edge Real Estate video blogs. RICHMOND BC HOMES GREATER VANCOUVER BC REAL ESTATE FOR SALE House | Townhouse | Apartments-Condos | Real Estate Richmond | Vancouver | Ladner | Tsawwassen

    published: 11 Aug 2015
  • Download Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series

    published: 10 Apr 2017
  • Estate Tax | Corporate Income Tax | CPA 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
  • Agency: Fiduciary Duties

    published: 09 Feb 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
  • What Is a Trustee's Fiduciary Duty? : Legal Advice

    Subscribe Now: http://www.youtube.com/subscription_center?add_user=Ehowfinance Watch More: http://www.youtube.com/Ehowfinance A trustee's fiduciary duty goes back to the common law that came over with the Mayflower. Find out about a trustee's fiduciary duty with help from a real estate expert in this free video clip. Expert: Steve Tracy Bio: Steve Tracy has been practicing law for 20 years, is licensed for law in 4 states, and is a Real Estate expert. Filmmaker: William Watters Series Description: The world of the law is a complicated one, which is why it's always important to both consult professionals and do as much research as possible if you have any questions. Get legal advice on a variety of topics with help from a real estate expert in this free video series.

    published: 03 Dec 2012
  • Impact Fiduciary Financial Planning

    Retirement, estate planning, 401(k)s, insurance, IRAs, stock options. It can all seem a bit overwhelming. Impact Fiduciary will put together a comprehensive plan to simplify your financial life so you can focus on your true passions.

    published: 05 Mar 2018
  • 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
  • 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
  • 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
  • Laws of Agency - Real Estate Exam: Review The Day Before The Exam

    Visit PrepAgent for exam prep questions, videos, tutoring, and more: https://goo.gl/MQaY5A In this video, we review questions from PrepAgent's practice exams regarding Laws of Agency. This is an important concept to understand and one that is heavily tested on the real estate exam. Review along with us! Get access to thousands of interactive real estate exam questions as well as videos, flashcards, and webinars on PrepAgent: https://goo.gl/MQaY5A Follow us on social media: https://www.facebook.com/PrepAgent/ https://twitter.com/prep_agent https://www.instagram.com/prep_agent/

    published: 25 Jun 2017
developed with YouTube
Fiduciary Accounting for Trusts and Estates
2:31

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 246
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
What Defines You in Your Role When Administering an Estate? - Fiduciary Broker Vlog #5
4:53

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

  • Order:
  • Duration: 4:53
  • Updated: 08 Nov 2017
  • views: 21
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
Fiduciary Accounting for Estates and Trusts
1:38

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 239
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series
0:26

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

  • Order:
  • 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
What is Fiduciary Litigation? Answered as a Short Story
3:59

What is Fiduciary Litigation? Answered as a Short Story

  • Order:
  • Duration: 3:59
  • Updated: 20 Jun 2014
  • views: 5943
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
Consider Family When Selecting Your Estate Fiduciary
22:52

Consider Family When Selecting Your Estate Fiduciary

  • Order:
  • Duration: 22:52
  • Updated: 28 Nov 2017
  • views: 1
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
Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms
1:23

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

  • Order:
  • Duration: 1:23
  • Updated: 08 Jun 2017
  • views: 898
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
What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video
2:10

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

  • Order:
  • Duration: 2:10
  • Updated: 13 Jul 2012
  • views: 14070
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
How Receivership can Protect Values in Matters of Trust & Probate - Fiduciary Broker Vlog #6
3:50

How Receivership can Protect Values in Matters of Trust & Probate - Fiduciary Broker Vlog #6

  • Order:
  • Duration: 3:50
  • Updated: 12 Nov 2017
  • views: 8
videos
Hi, I’m Dan Collins – a California licensed real estate broker with expertise in real property matters in Probates and Trusts. I am also a California licensed general contractor and receivership expert.  To learn more about receiverships protecting values, please visit my website: probate-realtor.biz  I want to tell you about how receivers can be useful in difficult trust or probate cases.   Family relationships can sometimes create toxic environments, especially amongst siblings who are beneficiaries to a Trust or ProbateLet’s be truthful here; being asked to act as a Trustee or to administrator probate is a thankless duty that comes with real exposure to risk and liabilities.  In a family dynamic, it is usually the most responsible sibling who is appointed to act and administer a Trust or Probate after a loved one has died.  Usually the person who has stepped up to act as the Probate administrator or, a Trustee, has a family and a job with a full life and not enough hours in a day or week to accomplish everything they need and want in their life. Add to that life situation the burden of being an executor of an estate and you have a recipe for a lot additional stress.  Attorney Mike Hackard of Hackard Law and I have seen these dynamics countless times; stress can cause people to act in ways that are not becoming. In some people, stress can cause a person to become aggressive or emotionally unstable, which can lead to poor decision making.  Beneficiaries do not have a position of strength or leverage when that occurs with the person who is responsible to protect assets for their benefit.  Sometimes they feel they need to seek legal counsel if they suspect the Trustee or Executor is not acting in accordance to trust and, or, the last will and testament of a decedent, especially where legacy assets are involved, such as a business or income property.  When an Estate Executor is acting in ways that obviously are counter-productive to properly run a business or manage an income property, quick action is necessary to protect the legacy asset.   Appointment of a Receiver is an effective and powerful tool to employ in those situations. A Receiver has fiduciary duty to all parties, not just one side. There is no more equitable action than to seek the appointment of a qualified receiver to protect legacy assets.  The Receiver can step in quickly upon the court granting the appointment, assess the operations and make certain the business or the income property is adequately protected with insurance, licensing if necessary, and to create a temporary estate with all the powers of possession to provide an orderly takeover and protect all parties as well as the legacy asset.  The Estate Executor can also benefit from the appointment of a Receiver because it mitigates their exposure to liability if they have deliberately or, inadvertently taken action that if left uncorrected, may result in negative consequences -- such as a monetary judgement if they were not removed from a role which they were not qualified to manage, but were placed in because the decedent named them as the Estate Executor.  I’m Dan Collins, a California licensed real estate broker, general contractor and receivership expert.  To learn more, please visit my website: probate-realtor.biz
https://wn.com/How_Receivership_Can_Protect_Values_In_Matters_Of_Trust_Probate_Fiduciary_Broker_Vlog_6
Private Professional Fiduciary
0:30

Private Professional Fiduciary

  • Order:
  • Duration: 0:30
  • Updated: 30 Jan 2012
  • views: 527
videos
As one of a select group of private professional fiduciaries in California, Tucker Cheadle provides clients the experience and expertise to provide estate planning and trust guidance with the ability to navigate the tax issues surrounding a trust. Hiring a private professional fiduciary is more efficient and cost effective than working with a bank, and the client fairs much better in the process. Learn more at www.cheadlelaw.net
https://wn.com/Private_Professional_Fiduciary
Death and Taxes: Decedent Tax Attributes, and Estate vs. Trust Fiduciary Returns
3:15

Death and Taxes: Decedent Tax Attributes, and Estate vs. Trust Fiduciary Returns

  • Order:
  • Duration: 3:15
  • Updated: 23 Aug 2017
  • views: 8
videos
Click here for more https://www.elifinancial.com/taxation/death-taxes-decedent-tax-attributes-estate-trust-fiduciary-returns Death and Taxes: Decedent Tax Attributes, and Estate vs. Trust Fiduciary Returns This session with taxation expert Vicki Mulak, EA, CFP®, will enable tax professionals to gain competencies in administration of an estate or trust and the associated tax returns, and to brush up their skills with final 1040s and fiduciary returns. Tax professionals just getting their feet wet in this very rewarding area of tax practice will also find this session indispensable. Vicki will provide examples of common scenarios with calculations and completed tax forms. She’ll also provide you with information regarding recent changes affecting how to make a late probability election. Connect with us on Twitter: - https://twitter.com/elifinancial Facebook: - https://www.facebook.com/EliFinancial Linkedin: - https://www.linkedin.com/company/eli-financial
https://wn.com/Death_And_Taxes_Decedent_Tax_Attributes,_And_Estate_Vs._Trust_Fiduciary_Returns
Estate & Fiduciary Tax Services
1:57

Estate & Fiduciary Tax Services

  • Order:
  • Duration: 1:57
  • Updated: 06 Dec 2016
  • views: 29
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
Real Estate Exam Prep Videos - Fiduciary Duties - Real Estate Exam Study Aid
1:44

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

  • Order:
  • Duration: 1:44
  • Updated: 10 May 2016
  • views: 1068
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
Fiduciary Duty. BC Real Estate 101
4:41

Fiduciary Duty. BC Real Estate 101

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  • Duration: 4:41
  • Updated: 11 Aug 2015
  • views: 188
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When you’re buying or selling Real Estate you need to know who is representing you and looking out for your best interest and who is not.  That’s fiduciary duty. If you want to voice your opinion or get in touch with Owen, please email owen@owenbigland.com and visit http://www.owenbigland.com for all his Inside Edge Real Estate video blogs. RICHMOND BC HOMES GREATER VANCOUVER BC REAL ESTATE FOR SALE House | Townhouse | Apartments-Condos | Real Estate Richmond | Vancouver | Ladner | Tsawwassen
https://wn.com/Fiduciary_Duty._Bc_Real_Estate_101
Download Estates and Trusts A Guide for Fiduciary Advisors CPA Practice Guide Series
0:36

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

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  • Duration: 0:36
  • Updated: 10 Apr 2017
  • views: 0
videos
https://wn.com/Download_Estates_And_Trusts_A_Guide_For_Fiduciary_Advisors_Cpa_Practice_Guide_Series
Estate Tax | Corporate Income Tax | CPA REG
35:09

Estate Tax | Corporate Income Tax | CPA REG

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  • Duration: 35:09
  • Updated: 19 Nov 2015
  • views: 7894
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_|_Corporate_Income_Tax_|_Cpa_Reg
Agency: Fiduciary Duties
32:06

Agency: Fiduciary Duties

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  • Duration: 32:06
  • Updated: 09 Feb 2017
  • views: 906
videos
https://wn.com/Agency_Fiduciary_Duties
Fiduciary Duties of a Florida Estate Executor
0:51

Fiduciary Duties of a Florida Estate Executor

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  • Duration: 0:51
  • Updated: 05 Sep 2014
  • views: 135
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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
What Is a Trustee's Fiduciary Duty? : Legal Advice
2:55

What Is a Trustee's Fiduciary Duty? : Legal Advice

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  • Duration: 2:55
  • Updated: 03 Dec 2012
  • views: 4434
videos
Subscribe Now: http://www.youtube.com/subscription_center?add_user=Ehowfinance Watch More: http://www.youtube.com/Ehowfinance A trustee's fiduciary duty goes back to the common law that came over with the Mayflower. Find out about a trustee's fiduciary duty with help from a real estate expert in this free video clip. Expert: Steve Tracy Bio: Steve Tracy has been practicing law for 20 years, is licensed for law in 4 states, and is a Real Estate expert. Filmmaker: William Watters Series Description: The world of the law is a complicated one, which is why it's always important to both consult professionals and do as much research as possible if you have any questions. Get legal advice on a variety of topics with help from a real estate expert in this free video series.
https://wn.com/What_Is_A_Trustee's_Fiduciary_Duty_Legal_Advice
Impact Fiduciary Financial Planning
0:34

Impact Fiduciary Financial Planning

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  • Duration: 0:34
  • Updated: 05 Mar 2018
  • views: 31
videos
Retirement, estate planning, 401(k)s, insurance, IRAs, stock options. It can all seem a bit overwhelming. Impact Fiduciary will put together a comprehensive plan to simplify your financial life so you can focus on your true passions.
https://wn.com/Impact_Fiduciary_Financial_Planning
Addressing the Issues that Confront a Fiduciary of an Estate
0:41

Addressing the Issues that Confront a Fiduciary of an Estate

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  • Duration: 0:41
  • Updated: 01 May 2017
  • views: 19
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
Real Estate Broker & Agent Fiduciary Duties Owed to their Clients
3:12

Real Estate Broker & Agent Fiduciary Duties Owed to their Clients

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  • Duration: 3:12
  • Updated: 31 Jan 2015
  • views: 1708
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
LawEasy.com - What is a Fiduciary?
10:09

LawEasy.com - What is a Fiduciary?

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  • Duration: 10:09
  • Updated: 14 Jul 2009
  • views: 3983
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
Laws of Agency - Real Estate Exam: Review The Day Before The Exam
31:48

Laws of Agency - Real Estate Exam: Review The Day Before The Exam

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  • Duration: 31:48
  • Updated: 25 Jun 2017
  • views: 39437
videos
Visit PrepAgent for exam prep questions, videos, tutoring, and more: https://goo.gl/MQaY5A In this video, we review questions from PrepAgent's practice exams regarding Laws of Agency. This is an important concept to understand and one that is heavily tested on the real estate exam. Review along with us! Get access to thousands of interactive real estate exam questions as well as videos, flashcards, and webinars on PrepAgent: https://goo.gl/MQaY5A Follow us on social media: https://www.facebook.com/PrepAgent/ https://twitter.com/prep_agent https://www.instagram.com/prep_agent/
https://wn.com/Laws_Of_Agency_Real_Estate_Exam_Review_The_Day_Before_The_Exam
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