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Have a Trust? You Might Need a Trust Protector!
Manage episode 303893964 series 2917715
Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Darrick Hutchens and Ray Kramer, Darrick Hutchens, and Ray Kramer 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In the latest installment of Modern Wealth Management, Darrick explores the complex nature of trusts and why it's beneficial to have a trust protector in place.
When you have a trust, it's overseen by a trustee. But, who is keeping an eye on the trustee to ensure he or she is not exploiting you? If the answer is "no one" or "I don't know," it may be time to consider adding a trust protector to your team of advisors.
Listen as Darrick shares his first-hand experience with trusts and why trust protectors can be an extremely beneficial addition to your fiduciary team of experts.
Timecodes:
0:04 - Overview on the topic of the day
2:08 - The various parties involved in a trust
8:27 - Grantors typically don't realize they need to be on guard during this process
10:30 - How a trust protector can help with the fees typically associated with the trustee
13:08 - The overall role of the trust protector
17:06 - What happens when a trust protector recognizes that the trustee isn't operating effectively
19:38 - How someone would go about hiring a trust protector
20:46 - Summarizing the need for a trust protector
23:50 - Closing remarks
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