• 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
  • 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
  • BaskinFleece: Fiduciary Duty of a Trustee

    Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece 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 BaskinFleece apart from the other firms and attorneys practicing in this area of the la...

    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
  • Trustee Fiduciary Duties

    published: 05 Dec 2013
  • 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
  • What is a fiduciary duty?

    What is a fiduciary duty? | Sheryl Hunter | Hunter Business Law | We help your business | Request Consultation | 813-867-2640 | http://www.hunterbusinesslaw.com/ | info@hunterbusinesslaw.com | 119 S Dakota Ave , Tampa, FL 33606 Fiduciary duty is a term that's used to identify when there's a relationship between two parties where one party has a fiduciary duty to the other party. It can come up in professional relationships, so just between your financial advisor and their clients, they have a fiduciary duty. A trustee has a fiduciary duty. It also comes up in the context of business ownership where shareholders and other co-owners have fiduciary duties to each other, including a majority owner has a fiduciary duty to the minority owners. Sometimes people have a misconception that they...

    published: 12 Oct 2015
  • Understanding Fiduciary Obligation

    What is fiduciary obligation? What is the duty of loyalty? And, what is the standard of care? Watch and learn how to take the right steps as a fiduciary, featuring our Executive Vice President and Corporate Counsel (Gene) Maloney. Views as of March 2011. For disclosure, visit http://bit.ly/FederatedYouTube.

    published: 02 Apr 2012
  • 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
  • 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
  • Defining fiduciary

    If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.

    published: 14 Feb 2014
  • How Graham got fiduciary management right

    A story about Graham the pension fund trustee, and how he got fiduciary management right. Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on LCP's approach to fiduciary management.

    published: 26 May 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
  • Breach of Fiduciary Duty

    To learn more about breach of fiduciary duty visit http://www.lawinfo.com/fiduciary-relationship.html

    published: 12 Aug 2013
  • Understanding the Duties and Responsibilities of a Trustee

    For your financial aid, please watch this video for an understanding on the Duties and Responsibilities of your Trustee. Please consider us for any assistance. Visit our Website @ www.sanjosewillsandtrusts.com

    published: 22 Aug 2012
  • What is breach of fiduciary duty?

    published: 03 May 2012
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: 3396
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
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
BaskinFleece: Fiduciary Duty of a Trustee

BaskinFleece: Fiduciary Duty of a Trustee

  • Order:
  • Duration: 2:52
  • Updated: 10 May 2012
  • views: 729
videos
Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece 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 BaskinFleece apart from the other firms and attorneys practicing in this area of the law. BaskinFleece is a law firm centrally located in mid-Pinellas County, just minutes from the courthouses in St. Petersburg, Clearwater and Tampa. 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/Baskinfleece_Fiduciary_Duty_Of_A_Trustee
Breach of Fiduciary Duties by a Florida Trustee

Breach of Fiduciary Duties by a Florida Trustee

  • Order:
  • Duration: 0:54
  • Updated: 05 Sep 2014
  • views: 263
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
Trustee Fiduciary Duties

Trustee Fiduciary Duties

  • Order:
  • Duration: 0:56
  • Updated: 05 Dec 2013
  • views: 239
videos
https://wn.com/Trustee_Fiduciary_Duties
When Can A Beneficiary Compel An Accounting From An Executor, Trustee Or Administrator?

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

  • Order:
  • Duration: 3:19
  • Updated: 30 May 2014
  • views: 2684
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
What is a fiduciary duty?

What is a fiduciary duty?

  • Order:
  • Duration: 1:15
  • Updated: 12 Oct 2015
  • views: 144
videos
What is a fiduciary duty? | Sheryl Hunter | Hunter Business Law | We help your business | Request Consultation | 813-867-2640 | http://www.hunterbusinesslaw.com/ | info@hunterbusinesslaw.com | 119 S Dakota Ave , Tampa, FL 33606 Fiduciary duty is a term that's used to identify when there's a relationship between two parties where one party has a fiduciary duty to the other party. It can come up in professional relationships, so just between your financial advisor and their clients, they have a fiduciary duty. A trustee has a fiduciary duty. It also comes up in the context of business ownership where shareholders and other co-owners have fiduciary duties to each other, including a majority owner has a fiduciary duty to the minority owners. Sometimes people have a misconception that they can just do whatever they want because I'm the main owner of the company, I'm the majority owner, I have complete control. Well you do up till a certain extent. You can't just pull cash out of the company account to pay your own personal debts. That would be a breach of fiduciary duty to your business partner and there is legal action that can be taken if you breach fiduciary duties.
https://wn.com/What_Is_A_Fiduciary_Duty
Understanding Fiduciary Obligation

Understanding Fiduciary Obligation

  • Order:
  • Duration: 2:35
  • Updated: 02 Apr 2012
  • views: 5139
videos
What is fiduciary obligation? What is the duty of loyalty? And, what is the standard of care? Watch and learn how to take the right steps as a fiduciary, featuring our Executive Vice President and Corporate Counsel (Gene) Maloney. Views as of March 2011. For disclosure, visit http://bit.ly/FederatedYouTube.
https://wn.com/Understanding_Fiduciary_Obligation
When Must the Trustee Provide an Accounting?

When Must the Trustee Provide an Accounting?

  • Order:
  • Duration: 3:01
  • Updated: 26 Aug 2014
  • views: 1262
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
Fiduciary Duties of a Co-Trustee

Fiduciary Duties of a Co-Trustee

  • Order:
  • Duration: 0:57
  • Updated: 05 Sep 2014
  • views: 190
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
Defining fiduciary

Defining fiduciary

  • Order:
  • Duration: 2:58
  • Updated: 14 Feb 2014
  • views: 8088
videos
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.
https://wn.com/Defining_Fiduciary
How Graham got fiduciary management right

How Graham got fiduciary management right

  • Order:
  • Duration: 5:26
  • Updated: 26 May 2016
  • views: 141
videos
A story about Graham the pension fund trustee, and how he got fiduciary management right. Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on LCP's approach to fiduciary management.
https://wn.com/How_Graham_Got_Fiduciary_Management_Right
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
Breach of Fiduciary Duty

Breach of Fiduciary Duty

  • Order:
  • Duration: 1:06
  • Updated: 12 Aug 2013
  • views: 3577
videos
To learn more about breach of fiduciary duty visit http://www.lawinfo.com/fiduciary-relationship.html
https://wn.com/Breach_Of_Fiduciary_Duty
Understanding the Duties and Responsibilities of a Trustee

Understanding the Duties and Responsibilities of a Trustee

  • Order:
  • Duration: 4:54
  • Updated: 22 Aug 2012
  • views: 2352
videos
For your financial aid, please watch this video for an understanding on the Duties and Responsibilities of your Trustee. Please consider us for any assistance. Visit our Website @ www.sanjosewillsandtrusts.com
https://wn.com/Understanding_The_Duties_And_Responsibilities_Of_A_Trustee
What is breach of fiduciary duty?

What is breach of fiduciary duty?

  • Order:
  • Duration: 0:44
  • Updated: 03 May 2012
  • views: 295
videos
https://wn.com/What_Is_Breach_Of_Fiduciary_Duty
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