• 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
  • Smarter in :90 - Choosing a Fiduciary and Trustee

    The person who will administer your estate plan is a crucial decision. It's a large responsibility and can sometimes cause unnecessary tension in families. Learn how to pick a fiduciary and trustee who will help keep your family intact. Learn more at ubt.com/estate.

    published: 15 Oct 2014
  • Fiduciary Duty of a Trustee by Jay Fleece

    Jay Fleece of Legacy protection Lawyers, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the information and accounting duties are not properly reported. Jay Fleece of Legacy protection: (727) 471-5868 Jay Fleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets attorney Jay Fleece apart from the other firms and a...

    published: 10 May 2012
  • Breach of Fiduciary Duties by a Florida Trustee

    A breach of the fiduciary duty by a Florida trustee is a very serious accusation. In Florida trust law, we call it a breach of trust. It’s the same thing. What it means is that a Florida trustee was not living up to its standard. Some important points about that; one, if you’re a Florida trustee, you may be breaching your fiduciary duties without even knowing it. That’s why we suggest that all Florida trustees retain an experienced Florida lawyer who handles trust litigation or trust law suits. It doesn’t matter who you get, as long as they’re experienced and they understand Florida trust law. Why? Because if you’re a Florida trustee and you’ve breached your fiduciary duty, you could be removed. You could also, personally, be responsible for paying damages. You could also, personally, be r...

    published: 05 Sep 2014
  • The Fiduciary Responsibilities of an Emeritus Trustee

    Tom Hyatt, senior fellow at the Association of Governing Boards, explains the fiduciary obligations of non-voting, emeritus trustees.

    published: 06 Apr 2014
  • LA Probate Law Discusses Trustee and Fiduciary.wmv

    LA Probate Law published by Schomer Law is your best resource for information on Probate Law in LA. Http://laprobatelaw.com

    published: 23 Mar 2012
  • 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
  • Your Trust Fiduciary/Trustee—-Friend or Foe??

    Mark Nacol discusses wills and trusts.

    published: 14 Jul 2009
  • What are My Duties as a Trustee of a Trust?

    What are My Duties as a Trustee of a Trust? http://rdwaller.com/

    published: 16 Jul 2013
  • The Court’s View of TOLI Trustee and Fiduciary Liability

    There have a been a handful of court cases against TOLI trustees and fiduciaries that provide guidance for what you should and should not do when managing an asset like life insurance. The cases provide some bright lines to follow for processes and procedures, and just as important, provide insight to some key traps in TOLI trust management. This session will review these cases and provide clear direction with well defined “key lessons” from each lawsuit. The course will include a Handbook that can be used as a guide going forward. The TOLI trustee or even a fiduciary will learn a great deal from this course.

    published: 14 Sep 2017
  • Professional Fiduciary - Conservator- Trustee

    What is a Trust?

    published: 08 Dec 2017
  • Breach of Trust Triggers | Trust Accounting & Trustee Removal

    We want the professionals serving us to aspire to and act consistent with the highest ethics and standards of their profession. Doctors should "first do no harm," lawyers need to be honest with their clients, themselves, courts and juries, and trustees who manage trust assets must be honest and loyal in their administration. When trustees are not honest and loyal in administering a trust, they can be held liable to the trust for breaching their fiduciary obligations to the trust. California probate courts regularly address such fiduciary breaches in accounting and removal petitions brought by aggrieved beneficiaries against sitting trustees. So what are some examples of fiduciary breaches? Trustee self-dealing; preparing false documents; failure to accurately account for expenses and incom...

    published: 28 Nov 2017
  • When Can A Beneficiary Compel An Accounting From An Executor, Trustee Or Administrator?

    Estate and trust accountings are tedious, time consuming and expensive. New Jersey law does not require that personal representatives (executors, trustees and powers of attorney) prepare a formal accounting as part of their fiduciary obligations to their principal. In this video Fredrick P. Niemann, Esq. of Hanlon Niemann explains the difference between a formal vs. informal accounting and when a fiduciary can and cannot be compelled to render a formal accounting. A must watch for executors, administrators, guardians, trustees and all personal representatives responsible for the financial affairs of an incapacitated person, or the probate of an estate under administration.

    published: 30 May 2014
  • SUE: the Securitization Trustee for *Breach of Fiduciary Duty of Care*, YOU MUST= By EeoN 2018 04 07

    THIS IS A EEON'S HOUSE PRODUCTION ONLY FROM THE eeons' CHANNEL ON THE NET VIDEO FLAGGED BY YOUTUBE IT MIGHT BE DELETED SO DOWNLOAD IT ASAP, THE FIRST 10 MINUTES SHOWS YOU HOW--- https://www.youtube.com/watch?v=Q1cc-zRbN2M

    published: 08 Apr 2018
  • Professional Fiduciary - Conservator - Trustee

    What is a fiduciary?

    published: 07 Dec 2017
  • Trustee Fiduciary Duties

    published: 05 Dec 2013
  • Professional Fiduciary - Conservator - Trustee

    What is a Conservator?

    published: 07 Dec 2017
  • When Must the Trustee Provide an Accounting?

    Fundamental to trust law, a trustee is always under a duty to give information to a beneficiary. Most states have enacted statutes specifically dealing with this duty to account. In Florida Fla. Stat. 736.0813 provides that a trustee shall provide a trust accounting to the trust beneficiaries at least annually and on the termination of the trust. This accounting is the primary method a beneficiary can hold a trustee accountable. Without an accounting, a beneficiary is virtually powerless and at the mercy of the trustee. Many have asked the question -- exactly when is the accounting due? While none of the trust statutes specify a specific time frame when the accounting is due once a year has elapsed, common sense would suggest that a trustee has a reasonable amount of time to provide...

    published: 26 Aug 2014
  • Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases

    published: 05 Jan 2014
  • Professional Fiduciary - Conservator - Trustee

    What is an Estate?

    published: 08 Dec 2017
  • Professional Fiduciary - Conservator -Trustee

    Names of Trusts a. revocable (pc 15400) b. irrevocable c. modification of irrevocable trusts (pc 15403)

    published: 09 Dec 2017
  • Professional Fiduciary -Conservator- trustee

    Getting started a. create a list of all assets

    published: 09 Dec 2017
  • Fiduciary Duties of a Co-Trustee

    The fiduciary duties of a Florida co-trustee are the same duties as a regular Florida trustee, but there are a few things that you need to be aware about. First of all, you should understand that you can’t put your head in the sand like an ostrich, you need to know what your co-trustee is doing, you have to evaluate the co-trustee and if they are doing something wrong, you have an obligation to either express your dissent in writing, sue that co-trustee if something is egregious, or tell your trust beneficiaries. You can’t stand silent if you see your co-trustees doing something wrong. You also have a responsibility to act in good faith and co-operate with your co-trustee. Now, if your co-trustee with your step-mum, in-law, an outlaw, a misfit, or a mistress, and you don’t get along with t...

    published: 05 Sep 2014
  • Fiduciary Duties

    David teaches Nina about the two main fiduciary duties of directors or trustees of charitable organizations in New Hampshire

    published: 04 Sep 2009
developed with YouTube
What Is a Trustee's Fiduciary Duty? : Legal Advice
2:55

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

  • Order:
  • 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
Smarter in :90 - Choosing a Fiduciary and Trustee
2:53

Smarter in :90 - Choosing a Fiduciary and Trustee

  • Order:
  • Duration: 2:53
  • Updated: 15 Oct 2014
  • views: 307
videos
The person who will administer your estate plan is a crucial decision. It's a large responsibility and can sometimes cause unnecessary tension in families. Learn how to pick a fiduciary and trustee who will help keep your family intact. Learn more at ubt.com/estate.
https://wn.com/Smarter_In_90_Choosing_A_Fiduciary_And_Trustee
Fiduciary Duty of a Trustee by Jay Fleece
2:52

Fiduciary Duty of a Trustee by Jay Fleece

  • Order:
  • Duration: 2:52
  • Updated: 10 May 2012
  • views: 780
videos
Jay Fleece of Legacy protection Lawyers, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the information and accounting duties are not properly reported. Jay Fleece of Legacy protection: (727) 471-5868 Jay Fleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets attorney Jay Fleece apart from the other firms and attorneys practicing in this area of the law. Legacy Protection Lawyers is a law firm centrally located in St. Petersburg, Florida. The firm's geographic practice, however, encompasses all of the west coast of Florida and if necessary anywhere in the United States. BaskinFleece handles cases from the pre-suit stages including mediation all the way through trial, both jury and non-jury and even at the appellate level, if necessary. The main focus of the firm in dealing with all controversies is the client. Cost, emotional impact and timeliness are all important to the client and the firm strives for an end result which leaves the client feeling that justice was accomplished.
https://wn.com/Fiduciary_Duty_Of_A_Trustee_By_Jay_Fleece
Breach of Fiduciary Duties by a Florida Trustee
0:54

Breach of Fiduciary Duties by a Florida Trustee

  • Order:
  • Duration: 0:54
  • Updated: 05 Sep 2014
  • views: 334
videos
A breach of the fiduciary duty by a Florida trustee is a very serious accusation. In Florida trust law, we call it a breach of trust. It’s the same thing. What it means is that a Florida trustee was not living up to its standard. Some important points about that; one, if you’re a Florida trustee, you may be breaching your fiduciary duties without even knowing it. That’s why we suggest that all Florida trustees retain an experienced Florida lawyer who handles trust litigation or trust law suits. It doesn’t matter who you get, as long as they’re experienced and they understand Florida trust law. Why? Because if you’re a Florida trustee and you’ve breached your fiduciary duty, you could be removed. You could also, personally, be responsible for paying damages. You could also, personally, be responsible for paying your attorney’s fees and also the attorney’s fees from the other side.
https://wn.com/Breach_Of_Fiduciary_Duties_By_A_Florida_Trustee
The Fiduciary Responsibilities of an Emeritus Trustee
1:19

The Fiduciary Responsibilities of an Emeritus Trustee

  • Order:
  • Duration: 1:19
  • Updated: 06 Apr 2014
  • views: 161
videos
Tom Hyatt, senior fellow at the Association of Governing Boards, explains the fiduciary obligations of non-voting, emeritus trustees.
https://wn.com/The_Fiduciary_Responsibilities_Of_An_Emeritus_Trustee
LA Probate Law Discusses Trustee and Fiduciary.wmv
2:32

LA Probate Law Discusses Trustee and Fiduciary.wmv

  • Order:
  • Duration: 2:32
  • Updated: 23 Mar 2012
  • views: 14
videos
LA Probate Law published by Schomer Law is your best resource for information on Probate Law in LA. Http://laprobatelaw.com
https://wn.com/La_Probate_Law_Discusses_Trustee_And_Fiduciary.Wmv
A Brief Guide to Five Basic Fiduciary Duties of Trustees
5:11

A Brief Guide to Five Basic Fiduciary Duties of Trustees

  • Order:
  • Duration: 5:11
  • Updated: 07 Jul 2016
  • views: 41
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
Your Trust Fiduciary/Trustee—-Friend or Foe??
4:55

Your Trust Fiduciary/Trustee—-Friend or Foe??

  • Order:
  • Duration: 4:55
  • Updated: 14 Jul 2009
  • views: 341
videos
Mark Nacol discusses wills and trusts.
https://wn.com/Your_Trust_Fiduciary_Trustee—_Friend_Or_Foe
What are My Duties as a Trustee of a Trust?
4:23

What are My Duties as a Trustee of a Trust?

  • Order:
  • Duration: 4:23
  • Updated: 16 Jul 2013
  • views: 5989
videos
What are My Duties as a Trustee of a Trust? http://rdwaller.com/
https://wn.com/What_Are_My_Duties_As_A_Trustee_Of_A_Trust
The Court’s View of TOLI Trustee and Fiduciary Liability
59:17

The Court’s View of TOLI Trustee and Fiduciary Liability

  • Order:
  • Duration: 59:17
  • Updated: 14 Sep 2017
  • views: 11
videos
There have a been a handful of court cases against TOLI trustees and fiduciaries that provide guidance for what you should and should not do when managing an asset like life insurance. The cases provide some bright lines to follow for processes and procedures, and just as important, provide insight to some key traps in TOLI trust management. This session will review these cases and provide clear direction with well defined “key lessons” from each lawsuit. The course will include a Handbook that can be used as a guide going forward. The TOLI trustee or even a fiduciary will learn a great deal from this course.
https://wn.com/The_Court’S_View_Of_Toli_Trustee_And_Fiduciary_Liability
Professional Fiduciary - Conservator- Trustee
15:52

Professional Fiduciary - Conservator- Trustee

  • Order:
  • Duration: 15:52
  • Updated: 08 Dec 2017
  • views: 29
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
Breach of Trust Triggers | Trust Accounting & Trustee Removal
2:21

Breach of Trust Triggers | Trust Accounting & Trustee Removal

  • Order:
  • Duration: 2:21
  • Updated: 28 Nov 2017
  • views: 194
videos
We want the professionals serving us to aspire to and act consistent with the highest ethics and standards of their profession. Doctors should "first do no harm," lawyers need to be honest with their clients, themselves, courts and juries, and trustees who manage trust assets must be honest and loyal in their administration. When trustees are not honest and loyal in administering a trust, they can be held liable to the trust for breaching their fiduciary obligations to the trust. California probate courts regularly address such fiduciary breaches in accounting and removal petitions brought by aggrieved beneficiaries against sitting trustees. So what are some examples of fiduciary breaches? Trustee self-dealing; preparing false documents; failure to accurately account for expenses and income in the trust; failure to maintain written records of actions as a trustee; improper use of trust assets to make loans to business associates or friends; failure to maintain trust assets; failure to charge rent to tenants living in trust owned residences; and failure to fund a trust. These are only examples. Given the high number of trust dispute cases that our law firm is litigating, it wouldn't take all that long to come up with a list of another hundred examples. Suffice it to say that every trust accounting and removal case is fact-specific. The law is relatively clear - the issue is applying the law to the facts.
https://wn.com/Breach_Of_Trust_Triggers_|_Trust_Accounting_Trustee_Removal
When Can A Beneficiary Compel An Accounting From An Executor, Trustee Or Administrator?
3:19

When Can A Beneficiary Compel An Accounting From An Executor, Trustee Or Administrator?

  • Order:
  • Duration: 3:19
  • Updated: 30 May 2014
  • views: 4923
videos
Estate and trust accountings are tedious, time consuming and expensive. New Jersey law does not require that personal representatives (executors, trustees and powers of attorney) prepare a formal accounting as part of their fiduciary obligations to their principal. In this video Fredrick P. Niemann, Esq. of Hanlon Niemann explains the difference between a formal vs. informal accounting and when a fiduciary can and cannot be compelled to render a formal accounting. A must watch for executors, administrators, guardians, trustees and all personal representatives responsible for the financial affairs of an incapacitated person, or the probate of an estate under administration.
https://wn.com/When_Can_A_Beneficiary_Compel_An_Accounting_From_An_Executor,_Trustee_Or_Administrator
SUE: the Securitization Trustee for *Breach of Fiduciary Duty of Care*, YOU MUST= By EeoN 2018 04 07
1:03:23

SUE: the Securitization Trustee for *Breach of Fiduciary Duty of Care*, YOU MUST= By EeoN 2018 04 07

  • Order:
  • Duration: 1:03:23
  • Updated: 08 Apr 2018
  • views: 815
videos
THIS IS A EEON'S HOUSE PRODUCTION ONLY FROM THE eeons' CHANNEL ON THE NET VIDEO FLAGGED BY YOUTUBE IT MIGHT BE DELETED SO DOWNLOAD IT ASAP, THE FIRST 10 MINUTES SHOWS YOU HOW--- https://www.youtube.com/watch?v=Q1cc-zRbN2M
https://wn.com/Sue_The_Securitization_Trustee_For_Breach_Of_Fiduciary_Duty_Of_Care_,_You_Must_By_Eeon_2018_04_07
Professional Fiduciary - Conservator - Trustee
11:37

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 11:37
  • Updated: 07 Dec 2017
  • views: 21
videos
What is a fiduciary?
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Trustee Fiduciary Duties
0:56

Trustee Fiduciary Duties

  • Order:
  • Duration: 0:56
  • Updated: 05 Dec 2013
  • views: 260
videos
https://wn.com/Trustee_Fiduciary_Duties
Professional Fiduciary - Conservator - Trustee
10:59

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 10:59
  • Updated: 07 Dec 2017
  • views: 20
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
When Must the Trustee Provide an Accounting?
3:01

When Must the Trustee Provide an Accounting?

  • Order:
  • Duration: 3:01
  • Updated: 26 Aug 2014
  • views: 2526
videos
Fundamental to trust law, a trustee is always under a duty to give information to a beneficiary. Most states have enacted statutes specifically dealing with this duty to account. In Florida Fla. Stat. 736.0813 provides that a trustee shall provide a trust accounting to the trust beneficiaries at least annually and on the termination of the trust. This accounting is the primary method a beneficiary can hold a trustee accountable. Without an accounting, a beneficiary is virtually powerless and at the mercy of the trustee. Many have asked the question -- exactly when is the accounting due? While none of the trust statutes specify a specific time frame when the accounting is due once a year has elapsed, common sense would suggest that a trustee has a reasonable amount of time to provide the accounting. What is a reasonable amount of time? In my opinion a reasonable amount of time would approximately 60 days from the close of the accounting period. This provides the trustee sufficient time to gather up the final month’s information and assemble the actual trust accounting. What if the trustee does not provide the trust accounting? I would suggest that you write to the trustee shortly after the accounting period is up to request an accounting. If the trustee fails or refuses to provide an accounting, you may be justified in arguing that the trustee has committed a breach of fiduciary duty and even a fraud and should at the very least, be removed for intentionally refusing to provide the accounting. If the accounting is not forthcoming a beneficiary can compel the accounting by filing a law suit for an accounting. I strongly urge trust beneficiaries to be vigilant in monitoring the trustee and making sure a timely accounting is provided. For more information about trusts, please contact BaskinFleece at 727.572.4545.
https://wn.com/When_Must_The_Trustee_Provide_An_Accounting
Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases
1:46

Profit & Loss, Accounting, Numbers and Financial Fraud; and Trustee/Fiduciary Cases

  • Order:
  • Duration: 1:46
  • Updated: 05 Jan 2014
  • views: 122
videos
https://wn.com/Profit_Loss,_Accounting,_Numbers_And_Financial_Fraud_And_Trustee_Fiduciary_Cases
Professional Fiduciary - Conservator - Trustee
6:59

Professional Fiduciary - Conservator - Trustee

  • Order:
  • Duration: 6:59
  • Updated: 08 Dec 2017
  • views: 17
videos https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary - Conservator -Trustee
13:18

Professional Fiduciary - Conservator -Trustee

  • Order:
  • Duration: 13:18
  • Updated: 09 Dec 2017
  • views: 25
videos
Names of Trusts a. revocable (pc 15400) b. irrevocable c. modification of irrevocable trusts (pc 15403)
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Professional Fiduciary -Conservator- trustee
9:09

Professional Fiduciary -Conservator- trustee

  • Order:
  • Duration: 9:09
  • Updated: 09 Dec 2017
  • views: 24
videos
Getting started a. create a list of all assets
https://wn.com/Professional_Fiduciary_Conservator_Trustee
Fiduciary Duties of a Co-Trustee
0:57

Fiduciary Duties of a Co-Trustee

  • Order:
  • Duration: 0:57
  • Updated: 05 Sep 2014
  • views: 233
videos
The fiduciary duties of a Florida co-trustee are the same duties as a regular Florida trustee, but there are a few things that you need to be aware about. First of all, you should understand that you can’t put your head in the sand like an ostrich, you need to know what your co-trustee is doing, you have to evaluate the co-trustee and if they are doing something wrong, you have an obligation to either express your dissent in writing, sue that co-trustee if something is egregious, or tell your trust beneficiaries. You can’t stand silent if you see your co-trustees doing something wrong. You also have a responsibility to act in good faith and co-operate with your co-trustee. Now, if your co-trustee with your step-mum, in-law, an outlaw, a misfit, or a mistress, and you don’t get along with them, you are going to have to take some action. That may mean resigning or it may mean going to a probate court to resolve this difference between you two.
https://wn.com/Fiduciary_Duties_Of_A_Co_Trustee
Fiduciary Duties
8:28

Fiduciary Duties

  • Order:
  • Duration: 8:28
  • Updated: 04 Sep 2009
  • views: 8939
videos
David teaches Nina about the two main fiduciary duties of directors or trustees of charitable organizations in New Hampshire
https://wn.com/Fiduciary_Duties
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