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Too many err when providing for heirs

San Francisco Chronicle
George Raine, Chronicle Staff Writer


Over the next 50 years, it's expected that $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

How much of it is siphoned by trustees or lost to estate taxes, administrative fees, lawyers' fees, appraiser fees, accountants' fees or poor investment acumen surely will be a record, as well.
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The Suit Magazine Banner

 


A Trust Betrayed

By Gary Stevens

Barbara Suzanne Farley, J.D.
Armed with a law degree and a sense of indignation, Sue Farley is ready for battle. As the CEO of Fiduciary Technologies, Inc., she’s taking on one of the oldest and least understood bastions of institutional corruption: the trust industry.
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SFGate.com Banner


Too many err when providing for heirs
Attorney offers suggestions to protect estates from mistakes and bad trustees
By George Raine, Chronicle Staff Writer


...People need to "be more vigilant about how they set up their estate, how they structure the way their money goes to their children and the supervision of their family and to assume you must be ever vigilant in oversight of your trustee, because if you are not it is very likely that your money will be diminished or dissipated entirely," said Farley.
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Rinne Legal Banner





Book Review: Trust Are You Kidding? (Sue Farley)
By Michael Rinne

Sue Farley has written a book about the "trust industry" titled "Trust - Are You Kidding? - Pitfalls of the Current Trust System Exposed". Her basic message is "Your money is not safe...if you have it in a trust." The book which is considered essential by some amateur critics on Amazon is a broad criticism of the U.S. trust industry. She addresses questions like "Do you know that no one oversees whether your trustee actually complies with the terms of your trust?" and outlines grievances within the trust business.
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Press Releases

FOR IMMEDIATE RELEASE
California attorney Sue Farley has just joined an elite group of authors and now has the honor of being a #1 Amazon Best Selling Author.

Her new book is Trust, Are You Kidding?: Pitfalls of the Current Trust System Exposed: How to Establish a Trust that Works!. The book is helping people take charge of their money so that the financial legacy they leave in a living trust goes where they want it to go.
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FOR IMMEDIATE RELEASE
How do you establish a trust that works for you and your beneficiaries

Once you become aware of how broken the system is, you'll be motivated to take an interest in how your assets are being handled. Educate yourself by learning a few simple things that you can do to maintain control of your money.
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The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

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  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

    CLICK HERE for more info on the book