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Trust Administration
In this episode, Vidhya explains the key components of trust administration and the duties involved after someone passes away. She outlines that the trustee’s role is to act in the best interests of the beneficiaries and to ensure that the trust is implemented properly. Trust administration generally involves three main tasks: gathering documentation, administering the trust, and distributing assets.
Vidhya emphasizes that trustees are not alone in this process—attorneys, CPAs, and financial advisors will handle much of the work. She highlights specific duties like notifying beneficiaries, lodging the will with the court, and ensuring proper tax filings, all leading up to the distribution of assets as outlined in the trust. Vidhya reassures listeners that professional support is available to guide them through the process and resolve any conflicts that may arise.
In this episode, you will learn:
Chapters:
00:00 - Intro
00:30 - Trust administration
01:04 - Documentation in trust administration
01:40 - Administering the trust
02:48 - Distributing assets
03:30 - Getting help from your team
The content of this podcast is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this podcast for legal advice. Listening to this podcast is not intended to and shall not create an attorney-client relationship between you and Vidhya Babu or you and the Law Office of Vidhya Babu, APC. Messages or other forms of communication that you transmit to this podcast will not create an attorney-client relationship, and thus information contained in such communications may not be protected as privileged. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC makes any representation, warranty, or guarantee about the accuracy of the information contained in this podcast or in links to other podcasts or websites. This podcast is provided “"as is,” and does not represent any outcome or result from viewing this channel. Your use of this podcast is at your own risk. You enjoy this podcast and its contents only for personal, non-commercial purposes. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.
© 2025 Law Office of Vidhya Babu. All rights reserved.
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By Vidhya BabuIn this episode, Vidhya explains the key components of trust administration and the duties involved after someone passes away. She outlines that the trustee’s role is to act in the best interests of the beneficiaries and to ensure that the trust is implemented properly. Trust administration generally involves three main tasks: gathering documentation, administering the trust, and distributing assets.
Vidhya emphasizes that trustees are not alone in this process—attorneys, CPAs, and financial advisors will handle much of the work. She highlights specific duties like notifying beneficiaries, lodging the will with the court, and ensuring proper tax filings, all leading up to the distribution of assets as outlined in the trust. Vidhya reassures listeners that professional support is available to guide them through the process and resolve any conflicts that may arise.
In this episode, you will learn:
Chapters:
00:00 - Intro
00:30 - Trust administration
01:04 - Documentation in trust administration
01:40 - Administering the trust
02:48 - Distributing assets
03:30 - Getting help from your team
The content of this podcast is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this podcast for legal advice. Listening to this podcast is not intended to and shall not create an attorney-client relationship between you and Vidhya Babu or you and the Law Office of Vidhya Babu, APC. Messages or other forms of communication that you transmit to this podcast will not create an attorney-client relationship, and thus information contained in such communications may not be protected as privileged. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC makes any representation, warranty, or guarantee about the accuracy of the information contained in this podcast or in links to other podcasts or websites. This podcast is provided “"as is,” and does not represent any outcome or result from viewing this channel. Your use of this podcast is at your own risk. You enjoy this podcast and its contents only for personal, non-commercial purposes. Neither Vidhya Babu nor the Law Office of Vidhya Babu, APC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.
© 2025 Law Office of Vidhya Babu. All rights reserved.