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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.

  • Communicate with your heirs about the details of a trust or will.

  • Ensure there is accountability in a trust by requiring an accounting and written report of a fiduciary annually.

  • Don't grant broad authority to your trustee. Granting control and authority over your family to a trustee is an invitation for abuse.

  • Establish a standard of performance for investments for a trustee to meet.

  • Empower your beneficiaries so that the people who are affected by the instrument you have created are given the authority and power to remove a bad trustee.

  • Anticipate events and what you'll do if you cannot speak for yourself due to disability.

 

Sue Farley has over thirty years handling litigation surrounding trust cases. She graduated from UC Hastings College of the Law and after five years of trial work for major San Francisco law firms, moved to a smaller firm where she was lead counsel in major litigation. She devoted seven years researching the entire life cycle of the trust from its creation, through administration, to its conclusion. Her company, Fiduciaries Technology Incorporated, is dedicated to bringing her solutions to the general public.

 

 

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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

    About Ms. Farley

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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