• Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • What is a Fiduciary Income Tax Return? TurboTax Tax Tip Video

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

    published: 13 Jul 2012
  • 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
  • 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
  • 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
  • Concept of Fiduciary

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

    published: 23 Jul 2014
  • What is Fiduciary Litigation? Answered as a Short Story

    In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...

    published: 20 Jun 2014
  • What is a fiduciary?

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

    published: 21 Oct 2011
  • 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
  • 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
  • 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
  • FAQ: What is a fiduciary?

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

    published: 01 May 2015
  • 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
  • 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
  • Realtors' Fiduciary Duties - OLD CAR

    Whenever a licensed realtor represents you, when you buy or sell with your specific real estate needs, an agency relationship is established. This agency relationship comes with six specific fiduciary duties owed to you as the client. The acronym that helps us remember best these six duties is: "OLD CAR", the first letters of each of the six duties spelled out These six duties you should be able to expect from your realtor: 1.) O - Obedience. - An agent is to promptly and efficiently follow all lawful client requests. Note, I said 'lawful' requests. Agents need to be in full compliance with all laws, including disclosure laws, fair housing laws, and all others. 2.) L - Loyalty. - An agent is to act always in the best interest of the client, excluding all other interests, even th...

    published: 22 Sep 2015
  • 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
Fiduciary Accounting for Estates and Trusts

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 158
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
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: 12587
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
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: 6723571
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)
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: 1097
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
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: 61
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
Concept of Fiduciary

Concept of Fiduciary

  • Order:
  • Duration: 6:30
  • Updated: 23 Jul 2014
  • views: 98
videos
Ian Hull, Suzana Popovic-Montag and David Freedman discuss the concept of fiduciary.
https://wn.com/Concept_Of_Fiduciary
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: 4737
videos
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped take care of their elderly father as much as they could. They both lived out of town and had families and full-time jobs. David was single and lived close to their Dad. He did not have a stable job, so Dad helped support him and pay his bills. With age, Dad's memory got worse and he began to rely on David more and more. Eventually, David got their father to sign a power of attorney, which enabled him to authorize Dad's checks and even transfer some of his assets. After Dad died, it turned out that David was named the Executor of the will, so he was responsible for collecting all of Dad's property and distributing his estate to all the beneficiaries. When Nancy and John asked David what was in the estate, he just ignored them. Eventually, David became impossible to communicate with. Though the will appeared to leave the estate to the three of them equally, David said there were almost no assets left at the time of Dad's death. Now, Nancy and John were not only grieving the loss of their father -- they were also alarmed by their brother's secretive behavior. After talking to a friend, Nancy discovered that there was a litigation law firm called Gaslowitz Frankel LLC that specialized in helping people protect their inheritance rights. John's company lawyer mentioned the same law firm as being one of the country's best at solving estate and trust litigation problems. A quick Internet search revealed that Gaslowitz Frankel LLC was selected a Best Law Firm in Georgia in Trust and Estate Litigation, and Adam Gaslowitz and Craig Frankel have been widely recognized by their peers and the media as leaders in trust and estate litigation. Adam Gaslowitz also was listed in the Guide to the World's Leading Trust and Estate Litigators. For over 25 years attorneys at Gaslowitz Frankel LLC have specialized in a very unique area of law -- fiduciary litigation: will, estate, and trust disputes. Nancy and John realized that to have the law work for them, they needed a lawyer who specialized in fiduciary litigation. They called Gaslowitz Frankel LLC and shared their problem with an attorney who listened and understood. They learned that David had a fiduciary duty, a legal responsibility, to them, and that there were laws to protect their inheritance rights. Hiring Gaslowitz Frankel LLC gave them peace of mind and confidence that the best attorneys were protecting their rights. David was forced to account for all of the assets in Dad's estate, though he had already spent some of them. He was also removed as Executor to prevent further losses, and remaining assets were distributed appropriately. While happy with the outcome, Nancy and John regretted not hiring Gaslowitz Frankel LLC sooner, before David had the chance to take advantage of their father. If you ever have a dispute over a will or trust, either as an executor, trustee, or beneficiary, become involved in a contested guardianship or conservatorship, discover an abuse of a power of attorney, or face a business or financial dispute among partners, shareholders, or investors, call Gaslowitz Frankel LLC at 404-892-9797. The sooner you act, the better! For more information visit: www.GaslowitzFrankel.com twitter.com/EstateDispute facebook.com/EstateDispute
https://wn.com/What_Is_Fiduciary_Litigation_Answered_As_A_Short_Story
What is a fiduciary?

What is a fiduciary?

  • Order:
  • Duration: 0:56
  • Updated: 21 Oct 2011
  • views: 396
videos
Estate planning attorney and probate lawyer Randy Coleman, The Coleman Law Firm, PLLC, http://www.thecolemanlawfirm.net/ - (904) 448-1969 Jacksonville and Palm Coast, Florida Estate Planning Law FAQs: discusses the concept of a fiduciary and the fiduciary's duties and responsibilities under Florida probate law and estate planning law.
https://wn.com/What_Is_A_Fiduciary
LawEasy.com - What is a Fiduciary?

LawEasy.com - What is a Fiduciary?

  • Order:
  • Duration: 10:09
  • Updated: 14 Jul 2009
  • views: 3568
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
Fiduciary Accounting for Trusts and Estates

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 74
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
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: 15
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
FAQ: What is a fiduciary?

FAQ: What is a fiduciary?

  • Order:
  • Duration: 0:46
  • Updated: 01 May 2015
  • views: 41
videos
Frank Pugh, partner in Smith & Pugh, PLC explains the role of a fiduciary in estate planning and trust administration.
https://wn.com/Faq_What_Is_A_Fiduciary
Fiduciary Duties of a Florida Estate Executor

Fiduciary Duties of a Florida Estate Executor

  • Order:
  • Duration: 0:51
  • Updated: 05 Sep 2014
  • views: 119
videos
What are the fiduciary duties or obligations of a Florida estate executor? We call an executor of a Florida estate a personal representative. They have fiduciary duties, they have obligations that they are required to comply with. If they don’t comply with those duties or they breach them, they break them, they can be removed, they can be surcharged, and they can be taxed with fees or costs or a fine levied by a probate court. So, you need to understand what the duties are of a Florida estate administrator, or personal representative, and whether they are doing a good job or not. From there, you can determine whether they have breached any of their duties, but with that said, the duties of a Florida estate administrator are as you would expect them to be in most fiduciaries, good faith, fair dealing, take care of the beneficiaries, be truthful with everyone.
https://wn.com/Fiduciary_Duties_Of_A_Florida_Estate_Executor
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: 595
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
Realtors' Fiduciary Duties  -  OLD CAR

Realtors' Fiduciary Duties - OLD CAR

  • Order:
  • Duration: 4:06
  • Updated: 22 Sep 2015
  • views: 556
videos
Whenever a licensed realtor represents you, when you buy or sell with your specific real estate needs, an agency relationship is established. This agency relationship comes with six specific fiduciary duties owed to you as the client. The acronym that helps us remember best these six duties is: "OLD CAR", the first letters of each of the six duties spelled out These six duties you should be able to expect from your realtor: 1.) O - Obedience. - An agent is to promptly and efficiently follow all lawful client requests. Note, I said 'lawful' requests. Agents need to be in full compliance with all laws, including disclosure laws, fair housing laws, and all others. 2.) L - Loyalty. - An agent is to act always in the best interest of the client, excluding all other interests, even the self-interest of the agent. This is most fundamental, the agent has to always do what is best for the client. 3.) D - Disclosure. - An agent is to disclose, means let the client know any and all known relevant info that might improve the client’s ability to obtain the lowest price and best terms when buying, or the highest possible price and best terms when selling. Anything that could help the client to get the best deal. - To be clear, this disclosure duty is not to be confused with the Disclosure Law, the seller’s obligation to disclose any known fact, condition or defect, past or present of the property for sale. 4.) C - Confidentiality. - An agent is to safeguard, means keep secret, any client’s confidential information, anything that could weaken the client’s bargaining position. Note, I said confidential information. - To clarify, not diminished is the seller’s obligation to disclose the property condition. An agent should never misrepresent the property condition. 5.) A - Accounting. - An agent is to keep accurate records of client’s affairs entrusted to the agent, including all money, property, all documents & reports, as well as all communication records. 6.) R - Reasonable Care and Diligence. - An agent is to use his/her superior professional skills, knowledge and expertise in a competent manner to assist their client best. An agent is to spot any possible red flags, investigate and discover facts and when needed, always seek and refer clients to other respective specialized qualified experts, e.g. inspectors, architects, structural engineers, soils engineers, lawyers, accountants, electricians, plumbers, roofers, etc.. That’s the 'OLD CAR' for you to remember.. Always consult with your favorite qualified legal professional when it comes to legal issues. For all Honolulu & Oahu real estate, go here: http://www.honoluluhi5.com - We are here to help. Please subscribe to our channel, like and share. Thanks for watching, until next time - Aloha http://www.honoluluhi5.com 808-943-9000 Honolulu HI 5 LLC 1833 Kalakaua Ave #207
https://wn.com/Realtors'_Fiduciary_Duties_Old_Car
Tax III - Trust and Estate Income Taxation

Tax III - Trust and Estate Income Taxation

  • Order:
  • Duration: 4:41
  • Updated: 22 Sep 2012
  • views: 2850
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
×