The Estate Settlement Program™

9 Episodes

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For Beneficiaries

2016-09-2313:14

This podcast provides the beneficiaries of the estate or trust administration an idea as to the timeline before distribution will be made, including what to expect during the process.

For Financial Advisors

2016-09-2304:53

For financial professionals working with client’s who have lost a loved one and will be collaborating with the legal team on the trust administration process.

Module 7: Wrap Up

2016-09-2302:30

Review family’s ongoing planning opportunities. Complete any remaining open points and answer final questions.

Module 6: Distributions

2016-09-2303:05

May include both ongoing and necessary income distributions to the surviving spouse (if applicable) and/or other beneficiaries during the course of the administration. The distribution of specific bequests, including tangible personal property, and ultimate distribution of the estate/trust to the beneficiaries and/or establishment of continuing trusts for their benefit.

Module 5: Taxes

2016-09-2306:46

The identification of any gift, estate and income tax returns that may be necessary to be filed, as well as planning for any IRA or 401(k) Required Minimum Distributions. Includes coordination with the CPA and financial advisors to minimize taxes and achieve family objectives.

Module 4: Creditors

2016-09-2307:18

The identification of any reasonably ascertainable creditors, the legal notifications required to those creditors, and the clearing of any claims that they may have.

Module 3: Assets

2016-09-2305:45

The marshalling and identification of all of your loved one’s assets. This includes those owned individually, in trust, or in joint name with someone else. Implementation of new tax cost basis and discussion of prudent asset management during the course of the administration with members of your financial team.

Module 2: Legal

2016-09-2308:53

The governing documents such as the will and trust, legal filings and official documents necessary to properly administer your loved one’s estate/trust.

Module 1: Snapshot

2016-09-2306:01

An overview of the legal, tax and financial road that we will travel together following the loss of your loved one. The initial process of The Estate Settlement Program™ will allow you to get familiar with your role and responsibilities when completing the estate settlement.

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