http://bottledbusinesssenseshow.com A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so.

 

Learn more on episode of the Bottled Business Sense Show.

 

https://www.avvo.com/legal-guides/ugc/duties-of-a-successor-trustee-following-the-death-of-the-settlor

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Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

California’s 15-day rule allows you to incorporate or form an LLC during the last 15 days of the year and avoid filing tax returns for the current tax year. Learn about this feature now before year’s end. It is posted on our site right now! A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so. Learn more on this episode of the Bottle Business Sense Show.

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Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Deeds can also be useful when dealing with inheritance issues and the transference of property upon one’s death. There are many different types of deeds that can interact and be utilized as part of your estate planning goals.

Understand the ramifications as well as the scenarios in which these deeds are used by tuning in to this episode of The Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Although a trust can be a permitted shareholder in an S corporation, only certain kinds of trusts are so permitted under Section 1361 of the Internal Revenue Code. If a trust is not one of the trusts specifically authorized by the Internal Revenue Code, however, and becomes a shareholder, the Corporation ceases to be a qualified S corporation and will be taxed as an ordinary C corporation. Thus, when a Living Trust becomes the owner of S corporation stock, there can be resulting difficulties for both the Grantor’s heirs and for the S corporation itself if an estate lawyer is not involved.

Learn more in this episode of The Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group


 

By the end of 2019, there will be a reported 3 billion email users worldwide.  And of that number users will receive, on average, 96 emails a day.     Digital security experts revealed that just just in the first half of 2018, 945 data breaches led to a staggering 4.5 billion data records being compromised.   

Email hacking is one of the downsides of being connected in the digital world, however, there are a few simple precautions that you can take to help minimize your exposure to these crafty thieves.

Learn how to minimize the risk to hackers and better protect yourself and your business in this episode of the Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

 

In simple terms, a severance agreement is an enforceable contract that an employer provides to an employee upon termination. Often severance agreements can include waivers of certain rights as well as confidentiality provisions. Their intent usually depends on each unique circumstance and the facts leading to the termination of employment.

Learn about the important restrictions associated with these agreements, and what every employee and employer should know about them, in this episode of the Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Determining whether a California worker is an independent contractor or an employee has never been an exact science, with a lot riding on correct classification. The California Supreme Court recently tried to simplify the issue by adopting a new “ABC” test for California for claims under the IWC Wage Orders for minimum wage, overtime pay, and meal and rest period violations.

Learn about these important changes in this episode of the Bottled Business Sense Show.

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WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group