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Ventura Pre-Tour Virtual Meeting - Shared screen with speaker view
Dan Svikhart`
32:53
Dan Svikharrt Farmers Insurance (805)535-9261
anita Pulido
34:20
Audio a little raspy? Any solution?
anita Pulido
34:58
better!
Angelika Jedrasik
40:09
Does the property title have to be held in the name of the Trust in order to avoid probate?
anita Pulido
41:09
When you can get to it, can you share why IRA's can't be in the Trust?
Adela Trainor
43:32
Is there a difference between a successor and survivor trusts? Are these separate from the primary or an addendum?
Adela Trainor
47:59
What is the portion of the trust that is needed for escrow?
Sasha L. Collins
51:32
scollins@mwgjlaw.com
Sasha L. Collins
51:36
(805) 644-7188
Sean O'Conlon
52:49
If 2 siblings with a property in a trust, and 1 keeps the property, buying out the other, does this cause a re-assessment of the property taxes?
Lynn Kenton
55:07
I just want to give a shout out for Sasha. She updated our trust and has established trusts for family members and many of my clients. She is the consummate professional and asks clients things that they never would have thought of in making decisions for structuring your trust. She's the best!!!
James Nicoll
57:13
Thanks everyone, JIM, Your Fully Licensed LIFE, Health, and Long Term Care/Medicare Plans Specialist, offering the best Term Life Insurance to cover your clients family and mortgage obligations, and Tax-free New World Whole Life for kids and grandkids to guarantee their insurability, and future financial security and tax-free cash for retirement, JIM 805-642-1775 Nicollinsurance.com
Darryl Geewax
58:46
DARRYL GEEWAX - loanDepot - (805)427-1029 cell - dgeewax@loandepot - Have a successful day!
Kathy Gray
59:02
Yes, Sasha is the Best!! I'm luck to see her every week! And, she is updating my trust now. :)
Carolyn First American NHD
59:14
They have a trust in place and now have written a note to make a change but it's not added to the trust. what would happen?
Ben Kohn
59:43
whats a good online site to do my own research on trusts?
Joe Siddens
01:00:56
Most Title Companies have that info available
Vanessa Rice
01:01:44
Thank you
Loretta Barbar
01:01:56
and what is her company website? thanks
Dan Svikhart`
01:01:57
Thank you Sasha!
Sean O'Conlon
01:01:57
Thank you!
anita Pulido
01:02:01
I agree with Sasha, you must make appointment with Bank for Trust issues. And, not all bank branches do this.
Tressa Golden
01:02:04
Thank you Sasha!
Tim Hall
01:02:07
Thank you Sasha!