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Delegation Not Dereliction of (Trustee) Duties

Part 3 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of (Trustee) Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.

 

(If you can’t see the video, click on Continue Reading to go to it.)

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Ways to Lighten the Trustee Burden

Part 2 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.

 

(If you can’t see the video, click on Continue Reading to go to it.)

Continue Reading →

Continue Reading

Do You Hate Your Trust Now?

Part 1 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.

 

(If you can’t see the video, click on Continue Reading to go to it.)

Continue Reading →

Continue Reading

Estate Planning Radio Show Interview

On December 3, 2014, Bob Kleinknecht of Oakstone Law, was interviewed by Brian French for his AttorneyTalkRadio.com site. Topics included an overview of Oakstone Law’s approach, the benefits of trusts and some little-known tips to increase the likelihood of estate planning and trust planning success. Click the play button to listen.

 

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Timely Tax & Trust Tips Follow-Up Q-A

On November 19, 2014, Bob Kleinknecht of Oakstone Law, together with Randy Wright and Matt Shell of Markham Norton Mosteller Wright & Co. presented a breakfast panel discussion. Topics included helpful year-end income tax tips, as well as important family and charitable gift planning things to remember.

The full video is in an earlier post, this video is from a brief follow-up Q&A session. Click the video to watch.

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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454