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.

———————————————————————————————-

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



 

Many entrepreneurs choose to structure their businesses as the ever-so-popular LLC (Limited Liability Company) or S Corporation. Business owners may struggle with the choice between the structures, but many times but don’t realize that the two aren’t mutually exclusive. It’s possible to have your cake and eat it too by forming an LLC and then electing S corporation status. Learn how and why this may benefit you on our next show.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

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



 

If you die without a will in California, your children will receive an “intestate share” of your property. The size of each child’s share depends on how many children you have and whether you are married. For children to inherit from you under the laws of intestacy, the state of California must consider them your children, legally. Learn more by watching this show.

Also view show at: https://bottledbusinesssenseshow.com/bottled-business-sense-show/

WFB Legal Consulting–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group


A trustee’s duty to provide information, such as an accounting, varies. Learn the pre-requisites and your rights as a beneficiary in this show.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

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

Lawyer for Business–BEST ASSET PROTECTION

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.


Any estate, whether probated or administered by way of a Trust, may have creditors’ claims that must first be dealt with before proceeds can be dispersed. Learn how these claims originate and how these claims may be satisfied.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

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.

 

 



Join us to Discuss the Estate documents critical to establishing a complete Estate plan and to become aware of the scams inherent when using so-called professionals who are not licensed attorneys.

https://bottledbusinesssenseshow.com/bottled-business-sense-show/

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.