Seminar Videos
"What Do I Do Now?" Key Steps in Serving as a Successor Trustee
Video clips from Ron Adams' 2013 seminar to help persons named as a successor trustee to anticipate the challenges that await them and prepare them to carry out their fiduciary duties.
Introduction: What Is a Trust? (6:53)
More Video Segments
What's in a Trust? 4:07
The Benefits of a Trust, 5:14
Adult Children and a Trust, 4:55
Your Trust Binder, 5:51
Your Goals as a Successor Trustee, 2:05
Estate Taxes and a Trust, 3:14
Minimizing Estate Taxes, 5:07
Advantages of A/B Split Trusts, 8:17
Disability, Nursing Home and a Trust, 3:42
First Steps as Successor Trustee, 5:31
Disclaimers, Insurance and Benefits, 3:29
Notification Requirements to Beneficiaries, 4:07