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070 Trustee Do’s and Don’ts Part Two

Absolute Trust Talk

Release Date: 08/26/2021

074: Art Therapy and Dementia  show art 074: Art Therapy and Dementia

Absolute Trust Talk

In this episode, Kirsten sits down with the incredible Angel Duncan. Angel is a mental health, art therapist, and research clinician specializing in therapeutic program developments for people with mental health, developmental, intellectual, cognitive, and memory disorders. She works globally with leading organizations on brain health initiatives and is a widely published author and speaker.

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073: Fading Memories show art 073: Fading Memories

Absolute Trust Talk

Caregiving is certainly not an easy job. Often, caregiving responsibilities are given to family members who are learning as they go—especially with the case of dementia. While caregiving for someone struggling with dementia is no easy task, Jennifer Fink understands and has created many resources to help. After experiencing the difficulties behind being a caregiver for her mother dealing with Alzheimer’s, Jennifer struggled to find a podcast that catered toward her needs as an Alzheimer’s Caregiver.

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072: Spotlight on Cancer Support Community show art 072: Spotlight on Cancer Support Community

Absolute Trust Talk

In this episode, Kirsten welcomes a special guest, Margaret Stauffer, Chief Mission Officer for Cancer Support Community of the local Walnut Creek chapter. We hope you will tune in to hear Kirsten and Margaret dive into the amazing programs provided by this organization, including how to access these services and how you, as a community member, can get involved too. We LOVE sharing information about good people and great organizations changing lives, and this episode is no exception! 

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071: For the Caregivers: Support, Compassion, and Resources Just a Click Away show art 071: For the Caregivers: Support, Compassion, and Resources Just a Click Away

Absolute Trust Talk

Listen in to this new episode of Absolute Trust Talk, as Elaine Sanchez, author of “Letters from Madelyn, Chronicles of a Caregiver,” and a co-founder of CaregiverHelp.com, discusses the most common difficulties caregivers come across, as well as what resources are available for those dealing with these situations. Whether you’re a caregiver, know someone that is, or are planning for the future, this is an episode you don’t want to miss.

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070 Trustee Do’s and Don’ts Part Two show art 070 Trustee Do’s and Don’ts Part Two

Absolute Trust Talk

Being named a trustee is an honor, but it comes with a lot of responsibility. Legal work has to be done, and if you’re not familiar, the process can seem more like a burden. The tasks on hand aren’t necessarily rocket science, but there are things that we see clients tend to miss.

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069: What We Can (and Can’t) Do with Bank Accounts After Death show art 069: What We Can (and Can’t) Do with Bank Accounts After Death

Absolute Trust Talk

In this episode of Absolute Trust Talk, Kirsten sits down with fellow Absolute Trust Counsel attorney Madison Gunn to discuss: What happens to bank accounts after death, the different types of accounts, who can access the account, how to protect them from being frozen, why they should be included in your trust.

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068: What You Need to Know Before Choosing a Medicare Plan show art 068: What You Need to Know Before Choosing a Medicare Plan

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten sits down with Emily Gangaware of The Medicare Coach. Over the last four years, Emily has been changing how people make their Medicare decisions by navigating the rules, insurance company confusion and clarifying what decisions need to be made to protect healthcare rights and retirement savings. No matter what state you live in or how close to retirement you are, Emily has some Medicare revelations you’ll want to hear.

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067: Estate Planning Challenges with Real Estate show art 067: Estate Planning Challenges with Real Estate

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten welcomes back fellow Absolute Trust Counsel attorney Madison Gunn. Kirsten and Madison dive into this top asset that can cause a world of headaches for beneficiaries and discuss some solutions and workarounds to successfully including residence and other properties in an estate plan. We hope you will listen in and share this with your friends and family no matter where they live.

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066: End-of-Life Care Decisions: Balancing Technology with Compassion show art 066: End-of-Life Care Decisions: Balancing Technology with Compassion

Absolute Trust Talk

In a new Absolute Trust Talk Live episode, Kirsten sits down with emergency physician Dr. Alan Molk. Harnessing his medical background and experience as a decision-maker for his mother during her journey with Alzheimer’s, Dr. Molk offers valuable insights into how to have the right conversations with loved ones to balance end-of-life decision-making with comfort, dignity, and respect.

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065: Diablo Valley Foundation for the Aging: A Valuable Community Resource show art 065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

Absolute Trust Talk

In today’s episode of Absolute Trust Talk, Kirsten sits down with Jody Iorns, Executive Director of the Diablo Valley Foundation for the Aging (DVFA). DVFA is a nonprofit that has been providing services to seniors in Contra Costa County since 1975. Kirsten and Jody dive into the organization’s history and break down all the benefits and support provided to seniors and their families to maintain quality of life. Where you’re local to the area or not, this is an episode you don’t want to miss.

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More Episodes

Being named a trustee is an honor, but it comes with a lot of responsibility. Legal work has to be done, and if you’re not familiar, the process can seem more like a burden. The tasks on hand aren’t necessarily rocket science, but there are a few things that we see clients tend to miss.

In a new episode of Absolute Trust Talk Live, Kirsten is joined by fellow Absolute Trust Counsel attorney Madison Gunn for another installment of Trustee Do’s and Don’ts. Kirsten and Madison will be walking through a handful of very serious mistakes that trustees and executors typically make, which can have consequences. These items include:

  • Why surviving spouses still need to complete legal work even though they take over as trustee
  • Official notifications that are often missed
  • New laws that impact real estate inheritance

And more!

Whether you’ve just stepped into your role as trustee or are planning for the future, this is an important episode that everyone should listen to, so find a quiet spot because it’s time to press play.