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Inhoud geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Have a Trust? You Might Need a Trust Protector!

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Manage episode 303893964 series 2917715
Inhoud geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In the latest installment of Modern Wealth Management, Darrick explores the complex nature of trusts and why it's beneficial to have a trust protector in place.

When you have a trust, it's overseen by a trustee. But, who is keeping an eye on the trustee to ensure he or she is not exploiting you? If the answer is "no one" or "I don't know," it may be time to consider adding a trust protector to your team of advisors.

Listen as Darrick shares his first-hand experience with trusts and why trust protectors can be an extremely beneficial addition to your fiduciary team of experts.

Timecodes:

0:04 - Overview on the topic of the day

2:08 - The various parties involved in a trust

8:27 - Grantors typically don't realize they need to be on guard during this process

10:30 - How a trust protector can help with the fees typically associated with the trustee

13:08 - The overall role of the trust protector

17:06 - What happens when a trust protector recognizes that the trustee isn't operating effectively

19:38 - How someone would go about hiring a trust protector

20:46 - Summarizing the need for a trust protector

23:50 - Closing remarks

Connect with Darrick and Ray:

Website

Facebook

LinkedIn

  continue reading

19 afleveringen

Artwork
iconDelen
 
Manage episode 303893964 series 2917715
Inhoud geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In the latest installment of Modern Wealth Management, Darrick explores the complex nature of trusts and why it's beneficial to have a trust protector in place.

When you have a trust, it's overseen by a trustee. But, who is keeping an eye on the trustee to ensure he or she is not exploiting you? If the answer is "no one" or "I don't know," it may be time to consider adding a trust protector to your team of advisors.

Listen as Darrick shares his first-hand experience with trusts and why trust protectors can be an extremely beneficial addition to your fiduciary team of experts.

Timecodes:

0:04 - Overview on the topic of the day

2:08 - The various parties involved in a trust

8:27 - Grantors typically don't realize they need to be on guard during this process

10:30 - How a trust protector can help with the fees typically associated with the trustee

13:08 - The overall role of the trust protector

17:06 - What happens when a trust protector recognizes that the trustee isn't operating effectively

19:38 - How someone would go about hiring a trust protector

20:46 - Summarizing the need for a trust protector

23:50 - Closing remarks

Connect with Darrick and Ray:

Website

Facebook

LinkedIn

  continue reading

19 afleveringen

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