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Attorney Jeffrey P. Coleman defines what a trustee is and points out the most important factor when choosing a trustee. Video Transcript: A trustee is that person designated, under your trust, to take care of things. In the beginning in a living trust, the trustee will frequently be yourself. When ...
Attorney Jeffrey P. Coleman describes what to consider when choosing an executor, a personal representative or trustee when creating a trust. Video Transcript: In the situation of selection of executor or personal representative, we recommend frequently that there be a family member identified in that position. In some circumstances it ...
Attorney Jeffrey P. Coleman explains how to fund a trust and why it is necessary fund it for an effective estate plan. Video Transcript: In order to fund the trust it’s necessary to place assets into that trust. Think of it as some kind of container that you’re using ...
Attorney Jeffrey P. Coleman describes those who can benefit from creating a trust. Video Transcript: Both the person creating the trust and the beneficiaries of that trust can reap substantial benefits from the creation of a trust. Avoidance of certain aspects of probate can be just one example of ...
Attorney Jeffrey P. Coleman clearly explains the most important task to concentrate on when creating a trust with your estate plan. Video Transcript: First of all, if you want to trust to fulfill your intended goals you need to read it; you need to understand it, and you need ...
Attorney Jeffrey P. Coleman lists some of the benefits of creating a trust in an estate plan. Video Transcript: The benefits of the trust can often depend on the terms of the trust. It’s important that any trust be crafted and customized to your particular concerns. Among the benefits ...
We are currently considering cases involving investors whose investments were managed by investment advisor Shaun P. Golden out of New York. According to publicly-available information, Shaun P. Golden has been permanently barred from associating with any brokerage firm in any capacity. His record also reflects that he was terminated from ...
Attorney Jeffrey P. Coleman explains what a trust is and lists some examples of the different types of trusts that exist. Video Transcript: Trusts are another way of holding assets or moving assets from point A to point B. A trust can be created under the terms of your ...
Attorney Jeffrey P. Coleman explains alternatives to using a trust when trying to protect your assets. https://www.youtube.com/watch?v=XSqxRMlX3fwVideo Transcript: There are other ways to protect your assets other than using a trust. These need to be carefully considered so that you can maintain not only the asset protection, but the control ...
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