Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 3
In this episode of Simplifying the Complicated, Lori Bolander and Lauren Gallagher speak with Stacy Baxter, an independent private professional fiduciary and owner of Baxter Fiduciary, based in San Diego, California.
Tune in to the episode to hear about:
* Role of a Professional Fiduciary: Stacy outlined that fiduciaries in California manage trusts and estates, requiring licensure, education, and ongoing training.
* Special Needs Trusts: Stacy emphasized the importance of special needs trusts in protecting benefits for disabled individuals without jeopardizing their eligibility.
* Family Dynamics in Fiduciary Roles: She highlighted the challenge of managing disputes among family members and the benefits of a neutral third-party fiduciary.
* Asset Titling Issues: Stacy mentioned the common issue of improperly titled assets, which can complicate trust administration and lead to legal challenges.
* Tax Issues: She stressed the need for a competent CPA to prevent tax-related delays in estate administration.
Learn more about Stacy Baxter:
* Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacy-baxter-45a2336
* Visit Baxter Fiduciary’s website: https://baxterfiduciary.com/
* Email: stacy@baxterfiduciary.com
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About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:
In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.
Watch more episodes of Simplifying the Complicated:
* YouTube: https://www.youtube.com/@LawGBS
Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:
* Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177
* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12
* Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
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