Answer Your Questions Live! [Video]

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00:00 Answering Your Questions Live
2:23 POD/TOD Designations
4:29 Sub-Trusts
9:07 Corporate Trustees
15:51 What Happens To Joint Trust When First Spouse Dies?
21:02 Trust vs Will
28:23 Do You Have Attorneys In Different States?
30:10 Does POD Beneficiary Pay Income Tax on Bank Account Inheritance?
32:08 Parent Passed Away And Can’t Get Information
33:40 Representative of Estate Can Get Estate Asset and Debt Information
35:05 What is Required of Surviving Settlor When First Settlor Dies?
37:03 Transferring Unique Assets To A Trust
38:14 How To Pass LLC and Real Estate To Ensure Step-Up In Basis
40:45 How Is A 50 Year Old’s Estate Plan Different From a 65 Year Old’s Estate Plan?
42:36 Should You Simplify Estate or Hold On For Step-Up?
43:29 Trustee Bond To Protect Trust Beneficiaries
45:28 New Trust When First Spouse Dies
46:01 What Trust Information Is In The Public Record?
47:50 Revocable Versus Irrevocable Trust
53:00 Eight Year Probate
54:11 Trust To Surviving Spouse But Split Accounts?
55:10 Is Trust Valid If Not In Public Record?
57:55 How Can One Spouse With Large Estate Use Spouse’s Estate Tax Exemption?
59:35 How Will Income Be Taxed To Surviving Spouse?
1:01:32 Should Married Couples Create One Joint Trust or Two Separate Trusts?