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Nuts & Bolts Truth Successor Trustee Training

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Suzanne M. Graves
Suzanne M. Graves

This document provides an overview and summary of estate planning concepts for a successor trustee training. It discusses the goals of estate planning including controlling assets while alive, planning for disability or death, and passing on assets in accordance with one's wishes. It also covers the responsibilities of a successor trustee in administering and distributing trust assets according to the terms of the trust document.

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Nuts and Bolts I Successor Trustee Training Presented by: Suzanne M. Graves Attorney and Counselor At Law Legal Certified Specialist in Trust, Estate Planning and Probate by the State Bar of California 1317 W. Foothill Blvd., Suite 245, Upland, CA 91786 Phone: (909) 981-6177 / Fax: (909) 981-8859 E-mail: SGraves@SuzanneGraves.com
Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well; Plan for Me and My Loved Ones if I Become Disabled;
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview Most Estate Plans Just Don’t Work!
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],Keys to an Effective Estate Plan
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview Fees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
In the Living Trust Binder: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Binder : Operating Manual ,[object Object],[object Object],[object Object],[object Object]
Trust Administration Goals ,[object Object],[object Object],[object Object],[object Object]
[object Object],Estate Planning Goal
Why Trust Planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Before Disability Transition: ,[object Object],[object Object],[object Object]
If Disability Occurs ,[object Object],[object Object],[object Object],[object Object]
If Disability Must Be Determined ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Certificate of Disability ,[object Object],[object Object],[object Object]
When Disability is Permanent ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When Disability is Permanent ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When Disability is Permanent ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When Disability is Permanent ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object]
When the Trustmaker Dies First, you grieve - Contact immediate family/friends - Use trust binder information - Arrange care for family and pets during next few days
When the Trustmaker Dies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
After The Funeral - Begin Slowly ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
After The Funeral - Begin Slowly ,[object Object],[object Object],[object Object],[object Object]
Collecting Assets ,[object Object],[object Object],[object Object],[object Object],[object Object]
Make appointments early. ,[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Paying Debts and Taxes: ,[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits and Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
More Notifications ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trust Administration ,[object Object],[object Object],[object Object],[object Object],[object Object]
What Is the Trust Called Now? ,[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object],Family Trust
[object Object],[object Object],Federal Estate Tax Reduction Family Marital Survivor May Be Trustee and Beneficiary of Both!
Federal Estate Tax Reduction ,[object Object],[object Object],Marital Excess 1st $2,000,000 (Today) Family
Federal Estate Tax Reduction ,[object Object],Excess To Later Beneficiaries But Included in Survivor’s Estate 1st $2,000,000 8,000,000 To Later Beneficiaries WITHOUT Federal Estate Tax Family Marital
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Funding the Family Trust
What Is the Trust Called Now? ,[object Object]
CAUTION - GO SLOW ,[object Object],[object Object]
Disclaimers: The Final Control ,[object Object],[object Object]
Follow the Trustmaker’s Wishes ,[object Object],[object Object],[object Object]
When is a trust terminated? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trustee Responsibilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Loving Duties ,[object Object],[object Object]
Nuts and Bolts I Successor Trustee Training Thank you for attending our seminar. We hope you have enjoyed it. The Law Offices of Suzanne M. Graves, Inc .

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Nuts & Bolts Truth Successor Trustee Training

  • 1. Nuts and Bolts I Successor Trustee Training Presented by: Suzanne M. Graves Attorney and Counselor At Law Legal Certified Specialist in Trust, Estate Planning and Probate by the State Bar of California 1317 W. Foothill Blvd., Suite 245, Upland, CA 91786 Phone: (909) 981-6177 / Fax: (909) 981-8859 E-mail: SGraves@SuzanneGraves.com
  • 2. Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well; Plan for Me and My Loved Ones if I Become Disabled;
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  • 4. Estate Planning Overview Most Estate Plans Just Don’t Work!
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  • 34. When the Trustmaker Dies First, you grieve - Contact immediate family/friends - Use trust binder information - Arrange care for family and pets during next few days
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  • 62. Nuts and Bolts I Successor Trustee Training Thank you for attending our seminar. We hope you have enjoyed it. The Law Offices of Suzanne M. Graves, Inc .