{"id":10098,"date":"2021-08-03T09:29:23","date_gmt":"2021-08-03T13:29:23","guid":{"rendered":"https:\/\/www.silverlaw.com\/blog\/?p=10098"},"modified":"2021-08-03T09:29:23","modified_gmt":"2021-08-03T13:29:23","slug":"did-your-stockbroker-steal-from-your-trust-or-estate","status":"publish","type":"post","link":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/","title":{"rendered":"Did Your Stockbroker Steal From Your Trust Or Estate?"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-10099 size-full\" src=\"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg\" alt=\"Trusts can be a significant part of your estate plan. Some investors may decide to transfer securities into a trust, or leave them as part of their estate to their beneficiaries.  Assets that are transferred into a trust is taken out of the estate for the probate process. The expectation is that the beneficiaries will later have the benefit of the investments after the original owner passes in accordance with the deceased\u2019s wishes.  Occasionally, a person will also select a stockbroker or other financial services person to serve as a trustee. A trustee and\/or executor are supposed to act in the best interest of the beneficiaries. However, this isn\u2019t always the case.  The Trustee  A fund\u2019s trustee has the job of overseeing the funds in the trust, and keeping extensive records of all funds coming in and payments going out. This is in addition to preparing tax returns for the trust.\" width=\"300\" height=\"200\" srcset=\"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg 300w, https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate-180x120.jpg 180w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>Trusts can be a significant part of your estate plan. Some investors may decide to transfer securities into a trust, or leave them as part of their estate to their beneficiaries.<\/p>\n<p>Assets that are transferred into a trust are taken out of the estate for the probate process. The expectation is that the beneficiaries will later have the benefit of the investments after the original owner passes in accordance with the deceased\u2019s wishes. <a href=\"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/#more-10098\" class=\"more-link\">Continue reading \u203a<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trusts can be a significant part of your estate plan. Some investors may decide to transfer securities into a trust, or leave them as part of their estate to their beneficiaries. Assets that are transferred into a trust are taken out of the estate for the probate process. The expectation is that the beneficiaries will [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[582,580],"tags":[],"class_list":["post-10098","post","type-post","status-publish","format-standard","hentry","category-elder-fraud","category-stockbroker-misconduct"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Did Your Stockbroker Steal From Your Trust Or Estate? &#8212;<\/title>\n<meta name=\"description\" content=\"A trustee and\/or executor are supposed to act in the best interest of the beneficiaries. However, this isn\u2019t always the case.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Did Your Stockbroker Steal From Your Trust Or Estate? &#8212;\" \/>\n<meta name=\"twitter:description\" content=\"A trustee and\/or executor are supposed to act in the best interest of the beneficiaries. However, this isn\u2019t always the case.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Silver Law Group\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Did Your Stockbroker Steal From Your Trust Or Estate? &#8212;","description":"A trustee and\/or executor are supposed to act in the best interest of the beneficiaries. 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However, this isn\u2019t always the case.","twitter_image":"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg","twitter_misc":{"Written by":"Silver Law Group","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/#article","isPartOf":{"@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/"},"author":{"name":"Silver Law Group","@id":"https:\/\/www.silverlaw.com\/blog\/#\/schema\/person\/de64d999508b1ad10d608a99f0d2e752"},"headline":"Did Your Stockbroker Steal From Your Trust Or Estate?","datePublished":"2021-08-03T13:29:23+00:00","mainEntityOfPage":{"@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/"},"wordCount":665,"image":{"@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/#primaryimage"},"thumbnailUrl":"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg","articleSection":["Elder Fraud","Stockbroker Misconduct"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/","url":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/","name":"Did Your Stockbroker Steal From Your Trust Or Estate? &#8212;","isPartOf":{"@id":"https:\/\/www.silverlaw.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/#primaryimage"},"image":{"@id":"https:\/\/www.silverlaw.com\/blog\/did-your-stockbroker-steal-from-your-trust-or-estate\/#primaryimage"},"thumbnailUrl":"https:\/\/www.silverlaw.com\/blog\/wp-content\/uploads\/2021\/08\/Stockbroker-Steal-From-Your-Trust-Or-Estate.jpg","datePublished":"2021-08-03T13:29:23+00:00","author":{"@id":"https:\/\/www.silverlaw.com\/blog\/#\/schema\/person\/de64d999508b1ad10d608a99f0d2e752"},"description":"A trustee and\/or executor are supposed to act in the best interest of the beneficiaries. 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