Family Trusts Explained | What Is It & How Do They Work?

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  • เผยแพร่เมื่อ 24 พ.ย. 2024

ความคิดเห็น • 71

  • @parrbusinesslaw
    @parrbusinesslaw  4 ปีที่แล้ว +7

    Did I answer all your questions regarding Family Trusts? Feel free to leave a comment below or contact me directly - info in the description. Thanks for watching!

    • @sandyobwona5757
      @sandyobwona5757 3 ปีที่แล้ว +1

      Yes you did answer the important questions 👌🏾

    • @prodbycjaay9685
      @prodbycjaay9685 2 ปีที่แล้ว +1

      Can u open a family investment trust at 20 yrs old

    • @laurayongblod120
      @laurayongblod120 2 ปีที่แล้ว +2

      Yes you provided some essential answers. Unfortunately I'm dealing with an Absolute self serving Untrust-worthy "Trustee" My father made a 3 part Family Trust Each Benificuary held singularly. Documents have been Complete Re-writtiem now Exact Opposite of my Father's desires. I have been kept 100% in dark. Held back from multiple court proceedings Ive Never felt SO Lost. Small Town none have been willing to Help me Right this Disgrace. Any suggestions ??

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      @@prodbycjaay9685Yes, reach out to us for more info: www.parrbusinesslaw.com/contact

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      @@laurayongblod120Sorry to hear! Contact us at www.parrbusinesslaw.com/contact for more information

  • @brendacunningham5070
    @brendacunningham5070 9 หลายเดือนก่อน +6

    Thank You For This Information 💚💚💚💚🦅🦅🦅🦅

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      You're welcome, glad you liked it!

  • @goldewl
    @goldewl 9 หลายเดือนก่อน +4

    Good that such videos exist

  • @Boameooo1000
    @Boameooo1000 3 ปีที่แล้ว +1

    Wow just this one video has explained something l have wanted to know and do for my estate in Ghana. Thanks for the info, l can now just send your video to a lawyer in Ghana and tell them l want what is in this video done for me. Cheers

  • @nellionsdigital3747
    @nellionsdigital3747 4 ปีที่แล้ว +5

    Thanks for this video, Steve

  • @tomasgonzalez4819
    @tomasgonzalez4819 3 ปีที่แล้ว +3

    Great video. One can't expect all (or even most) of the caveats to be touched upon in such a brief video; however, it's important to note that creditor and divorce protection is only applicable is the trust is not being created in anticipation of a known claim by a creditor (or a pending divorce). Obvious enough to lawyers, but not the general public that bases most of their knowledge about asset protection on movies like The Firm 🙄🤦

    • @parrbusinesslaw
      @parrbusinesslaw  3 ปีที่แล้ว +2

      That's correct Tomas and an important point - there are stiff penalties for people who seek to avoid existing creditors or the consequences of an anticipated divorce by restructuring how they own their assets.

    • @AlexShantyOldLawModel
      @AlexShantyOldLawModel 10 หลายเดือนก่อน

      Here’s a caveat our greedy sibling used it to put us on the street so our kids get the Fiduciary Security Legals and Fiduciary Support Paralegals NICER forgery Proof arbiter validation certification administration global registration to avoid the crime and hold them together.

  • @exia78
    @exia78 3 หลายเดือนก่อน

    Thanks. Really good information 👍.

  • @adonaiblackwood
    @adonaiblackwood 3 ปีที่แล้ว +4

    Your videos are soo helpful!

  • @tadoououo
    @tadoououo 2 ปีที่แล้ว +2

    Very valuable information explained well

  • @neiljohnson9686
    @neiljohnson9686 2 ปีที่แล้ว +4

    you might consider addressing issues on the end of the beneficiaries

    • @parrbusinesslaw
      @parrbusinesslaw  ปีที่แล้ว

      Thanks Neil - that's an excellent idea!

  • @rainyyang9571
    @rainyyang9571 ปีที่แล้ว +2

    love you video! Very educational. Thank you!

  • @wasswakeneth3675
    @wasswakeneth3675 ปีที่แล้ว +1

    Hey steve ,do we have trustees which can take care of digotal assets like crypto currencies shares ,token or securities ..i will be greatful hearing crom u ..thanxk

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      Yes, trustees can manage cryptocurrencies.
      Contact us at www.parrbusinesslaw.com/contact for more information!

  • @debrareynolds205
    @debrareynolds205 ปีที่แล้ว +3

    How does one find out if a trust was left to for you ?
    My grandma left me everything of hers and of her husbands will .
    I never was notified and have never received anything from either estate.

    • @debrareynolds205
      @debrareynolds205 ปีที่แล้ว +1

      She passed away in 1996

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      You'll want to engage an estate litigator in your jurisdiction to assist you. Contact us at www.parrbusinesslaw.com/contact for more information!

  • @chadferrell5529
    @chadferrell5529 ปีที่แล้ว +1

    Should the privately held Corp be formed prior to forming the trust ?

    • @parrbusinesslaw
      @parrbusinesslaw  ปีที่แล้ว

      Classic lawyer answer for you I'm afraid: it depends!

  • @brianyang8196
    @brianyang8196 4 ปีที่แล้ว +2

    Keep it up Steve!

  • @HotWins247
    @HotWins247 6 หลายเดือนก่อน +3

    I have a wife, but can I put my girlfriend in the family trust instead?

    • @AlexShantyOldLawModel
      @AlexShantyOldLawModel 3 หลายเดือนก่อน

      You're the boss yes and may you rest in peace!

  • @Silverado1222
    @Silverado1222 3 ปีที่แล้ว +3

    I have a family trust but I need to put my Ford Motor Co shares which are currently under my name only. I want to add these shares account to my family trust. How do I start that process?

    • @traceydailey3254
      @traceydailey3254 3 ปีที่แล้ว +2

      All your trade account Ford, or trade or Chas Schwab & change the name of account to the trust name for ownership.

    • @tomasgonzalez4819
      @tomasgonzalez4819 3 ปีที่แล้ว

      @@traceydailey3254 agreed... Just call your brokerage and ask how to go about doing what you need. They should be able to walk you through it with no problems.

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      Talk with your advisors (lawyer/accountant) and get tax advice on the transaction. For more information, contact us here: www.parrbusinesslaw.com/contact

  • @amywalker7515
    @amywalker7515 3 ปีที่แล้ว +2

    How does one set up a family trust for a disabled relative when there is no relative or friend young enough to serve as trustee? I have issues with relegating decisions pertaining to my estate and wellbeing of my relative to complete strangers.

    • @tomasgonzalez4819
      @tomasgonzalez4819 3 ปีที่แล้ว

      You should discuss this with an attorney. For argument's sake, if you have no relative or friend young enough to serve as a trustee, perhaps you've answered your own question (tough as it may be to accept). That is, you might need to look to a trust company that specializes in what you are looking for to serve as trustee. Also, what you need might actually be a special needs trust, especially if medicaid benefits are at play. Again, a sit-down with the right attorney is your best (if not your only) bet at this point. Good luck.

    • @parrbusinesslaw
      @parrbusinesslaw  3 ปีที่แล้ว +1

      Tomas put it well - please contact a knowledgable lawyer in your area. Trusts for disabled persons is a very specialized area of planning and the consequences of handling it poorly are disastrous. Good luck

  • @cricketwireless1173
    @cricketwireless1173 2 ปีที่แล้ว +1

    I want to build a investment account with different people as share holders and give them a account to put money in to and buy shares which they must hold for 10, 15, or 20 years before selling. what should I do

    • @parrbusinesslaw
      @parrbusinesslaw  2 ปีที่แล้ว

      Get professional advice from a lawyer and tax advisor who has relevant experience setting up what you're contemplating.

  • @AlexShantyOldLawModel
    @AlexShantyOldLawModel 3 หลายเดือนก่อน

    Is it True these are easy to forge so NICER is returning Legalese to defend vulnerable families from Financial Elder Abusers with the Latin Law Permission Validation Trust certified Crime Interdiction Administration?

  • @Thepeoplereact
    @Thepeoplereact 10 หลายเดือนก่อน +1

    Can I start a trust with 100k?

    • @parrbusinesslaw
      @parrbusinesslaw  10 หลายเดือนก่อน +2

      You can start a trust with $1. However, the compliance costs of establishing and maintaining a trust can be significant, and so it generally doesn't make sense to create trusts unless they are managing significant assets and there is a strong purpose for the trust. Recently, the CRA in Canada decided that all trusts, including bare trusts, need to file annual T3 trust returns, which creates an ongoing and annual compliance obligation. This can be expensive. As a result, many trustees in Canada decided to windup their trusts rather than pay all the extra fees to their accountants and lawyers.

  • @Ace-cc2wl
    @Ace-cc2wl 3 ปีที่แล้ว +6

    So you are saying that it mainly relates to high income earners?

    • @tomasgonzalez4819
      @tomasgonzalez4819 3 ปีที่แล้ว +3

      No. It relates to those that want ensure that certain assets are managed a certain way upon their death. You don't need to be a high income earner to have one or several assets that you'd like to be maintained a certain way after you've kicked the bucket.

    • @psycheadfuzzfreak830
      @psycheadfuzzfreak830 ปีที่แล้ว

      @@tomasgonzalez4819 how does one go about setting one up ?

    • @tomasgonzalez4819
      @tomasgonzalez4819 ปีที่แล้ว +1

      @@psycheadfuzzfreak830 Depending on the level of complexity, the answer - I hate to have to say - is to reach out to an attorney. For example, a medicaid trust or special needs trust (or even certain land trusts) are not at all DIY endeavors. However, a simple revocable living trust - depending on its use - _might_ be within the abilities of a DIYer - albeit, a rather sophisticated one. That said, let's be clear, what makes a trust a _family_ trust instead of a _[fill in the blank]_ trust has to do primarily (but not only) with (a) the trust's revocability, (b) who the trustee is, and (c) the trustee's powers. Steve mentions that a family trust is also known as an inter vivos trust. I would argue against that. An inter vivos (or living) trust is nothing more than a trust (regardless of use, by the way) that is created by the settlor/grantor during his life, i.e., while he's alive; hence the name "inter vivos" i.e., Latin for "while living". That's all that means. It can be revocable or irrevocable; it can be for land or a business venture or for your family's use, as Steve points out; it can be for a family member with special needs; etc. In other words, it can be _for anything,_ including but by no means limited to a family trust. Here's my take: If the person can't afford to have an attorney do it, the person should not do it at all. There are tremendous legal consequences for creating a trust the wrong way. I'm in Florida, and I can sell you that a trust (here) will run you from as low as $2,000 to as high as $10,000. Most, however, will run you $3k-$4k. The main cost factor being complexity and specialty. For example, if you want a medicaid trust or special needs trust, that will get you very close to the $10k figure. However, if you want a run-of-the-mill living trust, then you should not have a hard time finding one for as low as $2k. I hope that was helpful. I'm sorry I couldn't be more specific about the nuts and bolts of creating a trust.

    • @psycheadfuzzfreak830
      @psycheadfuzzfreak830 ปีที่แล้ว

      @@tomasgonzalez4819 so if ur broke ur fucked 😂😂👍🏼

    • @tomasgonzalez4819
      @tomasgonzalez4819 ปีที่แล้ว +2

      @@psycheadfuzzfreak830 Correction: If the person is broke, he's not applicable to this discussion. This is because, by virtue of being "broke," he has no assets that would benefit from a trust. (He's also not a target for lawsuits or estate tax issues either.) So, no, the broke person is not f-. The trust is just not applicable to him... yet. Hopefully, the person will improve his financial standing, upon which the trust may then play a part.

  • @Sarah2005u
    @Sarah2005u 3 ปีที่แล้ว +1

    When you say accountant, I am assuming tax accountant correct?

    • @parrbusinesslaw
      @parrbusinesslaw  3 ปีที่แล้ว

      Correct, an accountant or tax lawyer who has familiarity with taxation structures

  • @goat9199
    @goat9199 ปีที่แล้ว +1

    subbed

  • @CemeteryGates007
    @CemeteryGates007 2 ปีที่แล้ว +2

    family trust or special needs trust? we have a special needs child, and a NT child. should we have one of each?

    • @parrbusinesslaw
      @parrbusinesslaw  9 หลายเดือนก่อน

      Depends on your specific circumstances, impossible to answer here. Contact us at www.parrbusinesslaw.com/contact for more information

  • @smolville
    @smolville ปีที่แล้ว

    A family trust means that it all goes to a hospital or a college and the kids get squat after getting taxed on an emergency fund.

  • @alanks98
    @alanks98 ปีที่แล้ว +10

    Get rid of the background music, its very distracting and makes your video hard to listen to

  • @KJN311
    @KJN311 9 หลายเดือนก่อน +1

    Need bitcoin in family trust

  • @mathinabeevi5993
    @mathinabeevi5993 7 หลายเดือนก่อน +1

    Please help me

    • @parrbusinesslaw
      @parrbusinesslaw  7 หลายเดือนก่อน

      Hi there, please fill out this form and we will reach out to you: www.parrbusinesslaw.com/contact

  • @vandrex01
    @vandrex01 ปีที่แล้ว +1

    Y

  • @AlexShantyOldLawModel
    @AlexShantyOldLawModel 3 หลายเดือนก่อน

    testing

  • @ronniedelahoussayechauvin6717
    @ronniedelahoussayechauvin6717 2 ปีที่แล้ว

    Sounds Like Crimes

  • @nellionsdigital3747
    @nellionsdigital3747 4 ปีที่แล้ว +2

    Thanks for this video, Steve