• 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
  • 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
  • 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
  • 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
  • Prosecuting Estate Theft & Fraud

    Litigated estate cases run hot. They are like hard-fought, name-calling political campaigns. Allegations and counter-allegations abound. Much that is said in the heat of the moment is later softened or withdrawn altogether. This is not about the heat of the moment. It is not about estate differences, however cantankerous, between personal administrators, executors, trustees, heirs, beneficiaries or estate creditors. It is about out-and out-theft from an estate. At Hackard Law we handle a good deal of estate litigation. I’m happy to report that estate embezzlement is rare, though it’s sad but true that it still exists. When estate theft is discovered, there is near-universal surprise and consternation. How could this happen? Well, it does happen all too frequently – and here are a few e...

    published: 03 May 2016
  • 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
  • Agency: Fiduciary Duties

    published: 09 Feb 2017
  • Probate: "As a fiduciary, what should I do to prepare for seeing the estate attorney?"

    Probate: "As a fiduciary, what should I do to prepare for seeing the estate attorney?" 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. #4230 Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com Jordan@tibbslawoffice.com www.tibbslawoffice.com

    published: 19 Aug 2011
  • 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
  • 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
  • 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. #4230 Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com Jordan@tibbslawoffice.com www.tibbslawoffice.com

    published: 19 Aug 2011
  • 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
  • Fiduciary Accounting for Estates & Trusts, IA

    Join us for a course on Fiduciary Accounting for Estates & Trusts on September 30, 2016 in West Des Moines.

    published: 04 Sep 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
  • 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
  • fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

    fiduciary relationship of trust and confidence The word fiduciary means trust or confidence and is used in conjunction with relationships. A fiduciary relationship is a relationship of trust and confidence. We deal with people every day from whom we expect and receive a fiduciary relationship. Our spouse, significant other, business partners, teammates, lawyers, accountants, school teachers, etc. We are hurt when these relationships fall short of such an expectation. The word can be used as a noun, as in our real estate agent is a fiduciary. Or a person we have every right to expect a fiduciary relationship from. We expect agents to do what is in our best interest -- it’s their job -- it’s what agency is, a fiduciary relationship or a relationship of trust and confidence. Multiple Choic...

    published: 24 Apr 2013
  • 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
  • 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
  • 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
  • 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
  • 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
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Fiduciary Accounting for Trusts and Estates

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 193
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

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

  • Order:
  • Duration: 4:53
  • Updated: 08 Nov 2017
  • views: 15
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

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 223
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
What Is a Trustee's Fiduciary Duty? : Legal Advice

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

  • Order:
  • Duration: 2:55
  • Updated: 03 Dec 2012
  • views: 4089
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
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: 494
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
Consider Family When Selecting Your Estate Fiduciary

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
Prosecuting Estate Theft & Fraud

Prosecuting Estate Theft & Fraud

  • Order:
  • Duration: 3:37
  • Updated: 03 May 2016
  • views: 4755
videos
Litigated estate cases run hot. They are like hard-fought, name-calling political campaigns. Allegations and counter-allegations abound. Much that is said in the heat of the moment is later softened or withdrawn altogether. This is not about the heat of the moment. It is not about estate differences, however cantankerous, between personal administrators, executors, trustees, heirs, beneficiaries or estate creditors. It is about out-and out-theft from an estate. At Hackard Law we handle a good deal of estate litigation. I’m happy to report that estate embezzlement is rare, though it’s sad but true that it still exists. When estate theft is discovered, there is near-universal surprise and consternation. How could this happen? Well, it does happen all too frequently – and here are a few examples: May 2015 A paralegal is arrested and jailed for stealing about $150,000 from an estate managed by her law firm employer. Part of the trust was established to provide for a special-needs child... To read more, visit: http://www.hackardlaw.com/blog/2016/05/criminal-prosecutions-for-crimes-against-estates.shtml
https://wn.com/Prosecuting_Estate_Theft_Fraud
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: 1521
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
Agency: Fiduciary Duties

Agency: Fiduciary Duties

  • Order:
  • Duration: 32:06
  • Updated: 09 Feb 2017
  • views: 650
videos
https://wn.com/Agency_Fiduciary_Duties
Probate: "As a fiduciary, what should I do to prepare for seeing the estate attorney?"

Probate: "As a fiduciary, what should I do to prepare for seeing the estate attorney?"

  • Order:
  • Duration: 0:49
  • Updated: 19 Aug 2011
  • views: 195
videos
Probate: "As a fiduciary, what should I do to prepare for seeing the estate attorney?" 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. #4230 Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com Jordan@tibbslawoffice.com www.tibbslawoffice.com
https://wn.com/Probate_As_A_Fiduciary,_What_Should_I_Do_To_Prepare_For_Seeing_The_Estate_Attorney
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: 898
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
Estate & Fiduciary Tax Services

Estate & Fiduciary Tax Services

  • Order:
  • 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
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: 154
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. #4230 Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com Jordan@tibbslawoffice.com www.tibbslawoffice.com
https://wn.com/Probate_Does_The_Fiduciary_Of_An_Estate_Get_Paid
How Receivership can Protect Values in Matters of Trust & Probate - Fiduciary Broker Vlog #6

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

  • Order:
  • Duration: 3:50
  • Updated: 12 Nov 2017
  • views: 6
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
Fiduciary Accounting for Estates & Trusts, IA

Fiduciary Accounting for Estates & Trusts, IA

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  • Duration: 0:48
  • Updated: 04 Sep 2016
  • views: 16
videos
Join us for a course on Fiduciary Accounting for Estates & Trusts on September 30, 2016 in West Des Moines.
https://wn.com/Fiduciary_Accounting_For_Estates_Trusts,_Ia
What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video

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

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  • Duration: 2:10
  • Updated: 13 Jul 2012
  • views: 13476
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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

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  • Duration: 0:41
  • Updated: 01 May 2017
  • views: 15
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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
Agent for Fiduciary

Agent for Fiduciary

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  • Duration: 3:46
  • Updated: 27 Feb 2015
  • views: 569
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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
fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

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  • Duration: 1:37
  • Updated: 24 Apr 2013
  • views: 271
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fiduciary relationship of trust and confidence The word fiduciary means trust or confidence and is used in conjunction with relationships. A fiduciary relationship is a relationship of trust and confidence. We deal with people every day from whom we expect and receive a fiduciary relationship. Our spouse, significant other, business partners, teammates, lawyers, accountants, school teachers, etc. We are hurt when these relationships fall short of such an expectation. The word can be used as a noun, as in our real estate agent is a fiduciary. Or a person we have every right to expect a fiduciary relationship from. We expect agents to do what is in our best interest -- it’s their job -- it’s what agency is, a fiduciary relationship or a relationship of trust and confidence. Multiple Choice Question fiduciary A relationship built on lies and deception B relationship of trust and confidence C person defrauded in a real estate investment scheme D open and notorious adverse possession of property Correct Answer: b If you would like to suggest corrections to this word, email us at vocabubee@gmail.com. Thank you. This word appears in the book Vocab-U-Bee California CA Real Estate License Exam Top Pass Words Find links to all our playlists at VocabUBee.com Vocab-U-Bee Values: Consistency First, One Small Step Each Day and the 42 Bee March Thank You! and Good Luck!
https://wn.com/Fiduciary_Ca_Real_Estate_License_Exam_Top_Pass_Words_Vocabubee.Com
Trust Education: Fiduciary Investing for Trusts and Estates

Trust Education: Fiduciary Investing for Trusts and Estates

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  • Duration: 1:05:15
  • Updated: 18 Mar 2015
  • views: 449
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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
Private Professional Fiduciary

Private Professional Fiduciary

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  • Duration: 0:30
  • Updated: 30 Jan 2012
  • views: 522
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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
Fiduciary Roles in Your Illinois Estate Plan

Fiduciary Roles in Your Illinois Estate Plan

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  • Duration: 7:42
  • Updated: 10 Jul 2016
  • views: 8
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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
Legacy Fiduciary Services & Estate Planning

Legacy Fiduciary Services & Estate Planning

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  • Duration: 3:45
  • Updated: 23 Aug 2017
  • views: 19
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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
What is Fiduciary Litigation? Answered as a Short Story

What is Fiduciary Litigation? Answered as a Short Story

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  • Duration: 3:59
  • Updated: 20 Jun 2014
  • views: 5544
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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
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