Chaunsy Weisensel and John White discuss saving for retirement early and how Gen Z is doing so far, share 9 things you will likely spend less money on in retirement, and examine the Generation-Skipping Transfer Tax.

The Retirement Clinic-7-20-24 – Expenses You May Spend Less on in Retirement

Website https://certsgot.com/shop/


Get Your Required Exam Dumps Now!

CTAM Certified Trustee Analyst Manager Certification Exam

Ed Lowery, Richmond County Board of Education Trustee representing District 6, joins Local Matters to discuss his first year in office. We discuss what he gets the most complaints about, changes affecting our schools, and what parents and other family members can do to help our children succeed in school.


DISCLAIMER: Local Matters Podcast Host Janice Allen Jackson is speaking only for herself. Her thoughts, views, and opinions regarding this tragedy belong solely to her. These are not to malign any profession, organization, anyone, or anything. Local Matters does not endorse candidates.


To contact Mrs. Jackson for consulting or speaking engagements, please see the Contact Us page:
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That Daggone Principal!

Jeff Kowal and guest, Al Spiegel with The McLario Firm, discuss generational wealth and tax laws, share insights for keeping family wealth in the family, and touch on how you can keep your heirs from blowing their inheritance.

The Retirement Clinic-8-10-24 – Generational Wealth

There are many things in life that baffle us or elude our understanding. Seen from one perspective, our very existence is a mystery. In addition, there is mystery in magic ,and yet it is said, that those who don't believe in magic will never find it. Prashant will show us the scientist's perspective of mystery and magic. Exploring knowledge, enables us to live our lives more magical.

Dr Prashant Kakoday was born in India and is presently based in Cambridge. He did his Diploma in ENT surgery from the Royal College of Surgeons in London in 1982. For the past 30 years, he has involved himself in understanding and teachings of the spiritual and holistic principles of life and health. Hi s main interests are in the field of psyche, emotions, behaviour and health. He presently co-ordinates the Inner Space and the Centre for Integral Health in Cambridge.

Mystery and Magic in our Lives - Dr Prashant Kakoday - Tuesday 10th September 2024 - Stanmore

Leah Brown is your legal eagle turned social entrepreneur. Blending the precision of a corporate lawyer, the diplomacy of a mediator, and the vision of a social changemaker—you get Leah, a North Yorkshire native with a heart as vast as her résumé. From law courts to boardrooms, and from bustling cityscapes, she has mastered the art of turning chaos into harmony and hurdles into stepping stones.

With a love for deep thinking and big questions, Leah pursued Philosophy and Politics at Durham University, graduating in 2008. She set her sights on law, completing her Bar Vocational Course in 2011 and dreaming of the courtroom. Unfortunately, immigration rules threw a spanner in the works, but Leah, ever adaptable, pivoted to become a solicitor.
She trained with top firms, including Freshfields and Simpson Thacher, where she honed her skills preparing her to battle the unexpected twists of life and career.

The Wayfinding Years: From Law to Leadership
By 2017, personal and professional storms were brewing, but rather than sink, Leah found her knack for steering others through uncharted waters. Burnout during the pandemic spurred her most transformative pivot yet: she left the corporate grind, relocated to the Kent coast, and founded The WayFinders Group, a consultancy dedicated to guiding leaders and organisations through the messy business of change.

Under the WayFinders umbrella, Leah also runs BroadStairs, a mediation service, and ClearPaths, a CIC that promotes restorative justice and conflict resolution. Together, these ventures are helping to reimagine workplaces, communities, and the very fabric of how we disagree.

A Voice for Change: Writing, Podcasting, and Storytelling
Leah’s love of storytelling shines in her podcast, The Longest Day, where she interviews leaders about their most challenging moments. Guests like Sir Vince Cable, David Lammy MP, and Lord Ed Vaizey have shared their stories, inspiring listeners to embrace growth through adversity.

As a writer, Leah’s work explores themes of diversity, mental health, and resilience. Her forthcoming memoir, My Nearest Relative is Grief, promises to be as soul-stirring as it is thought-provoking.

Leadership Beyond the Boardroom
A passionate advocate for social impact, Leah serves on the boards of charities like Unseen UK and Big Green Heart. She advises organisations such as ARC’s Race Equality Commission and Kent Cricket, blending her legal expertise with her commitment to equity and inclusion.
Her affiliations read like a who’s who of cultural and professional networks: Fellow of the RSA, member of the Society of Authors, and a delegate for CSW UN Women UK. Leah’s ability to bridge divides—between law and culture, corporate and community, conflict and resolution—makes her a true polymath for the modern age.

Leah Brown isn’t just about fixing what’s broken; she’s about building a brighter, more reconciled world. Whether mediating boardroom disputes, mentoring future leaders, or writing her next article, she’s on a mission to make freedom—personal, professional, and organisational—a tangible reality.

Mark Walmsley FRSA FCIM AGSM
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Leah Brown - Mediation whisperer, founder and writer

A special needs trust trustee has many roles as a trustee/fiduciary ranging from how to distribute funds to investing and filing tax returns. The various roles are discussed.

Special Needs Trust Trustee Roles | 11-05-24

Rinse FM Podcast

ec2a with Trustee - 10 January 2025

Weaving and winding it moved through the jungle with devilish pace.

Yet to the naked eye you might never know that it was slipping beneath the surface. On the ground and in the rivers the basilisk was king – a scaly creature with a pointed tongue. It’s venomous power was enough to floor even the heartiest of prey.

As the sun beat down upon this desolate place it remained anonymous, almost invisible.

For only a handful of people had ever seen the basilisk, some even believed it to be a myth. However, the reason so few had caught a glimpse of this magnificent beast was because once you had you weren’t likely to be left behind to tell the tale…

High energy material on Hardline. Bouncy and energetic sounds which will echo and cause damage in the club – Prizefight & Trustee are on to a winner.

PREMIERE: Prizefight & Trustee - Basilisk [Hardline]

This podcast concerns a legal dispute between Triplark Limited and Mr. Bruce Maunder-Taylor. The case involves competing applications for summary judgment and strike out related to Mr. Maunder-Taylor's prior role as statutory manager of Northwood Hall. Triplark, the current property owner and trustee, alleges Mr. Maunder-Taylor breached his trustee duties by improperly disbursing service charge funds. Triplark's claims are largely based on previous judgments against Mr. Maunder-Taylor in related litigation with leaseholders. Mr. Maunder-Taylor argues that Triplark cannot rely on these prior judgments as Triplark was not a party to them. Ultimately, Master Pester dismissed both applications and decided to hold a full trial to resolve the complex issues.

Triplark Limited v Mr Bruce Maunder-Taylor [2025] EWHC 45 (Ch)

In this episode of 4CRB's 'Law Talks', Attwood Marshall Lawyers Wills and Estates Associate Natalie Comerford joins Robyn Hyland to break down the crucial role and responsibilities of a trustee appointed to manage a discretionary trust. 

With nearly one million trusts in Australia holding over $3 trillion in assets, understanding what’s involved in managing a trust is essential for anyone taking on the role of trustee. 

In this episode, Natalie explains:
-	What a discretionary trust is and how it differs from other types of trusts
-	The core duties of a trustee, including asset management, compliance, and decision-making
-	How to determine the right number of trustees and why it matters 
-	Key qualities of a trustee – trustworthiness, financial acumen, and impartiality 
-	Common challenges trustees face, from balancing competing beneficiary needs to resolving disputes
-	Typical trust-related disputes and how they can be managed
-	What to consider before accepting the role of trustee

Discretionary trusts are valuable estate planning tools, but they require careful management. Whether you’re setting one up or taking on the role of trustee, seeking professional guidance is essential to ensure the trust is structured and managed effectively.


Law Talks - Natalie - The role of trustee

No episódio 479, você vai escutar sobre Salário-família, IRPF,  Reforma Tributáriar e RJ – EFD-ICMS/IPI

Para ter acesso a essa e outras noticias do dia, assista ao Jornal IOB Play. Acesse: www.iobplay.iob.com.br

IOB Play, seu streaming profissional!

Com vídeos: Consultoria Dinâmica, Dicas Empresariais, Palestras, Entrevistas exclusivas e diariamente, o Jornal IOB Play com as matérias mais relevantes no mundo regulatório, contábil e fiscal.

Ep. 479:  Salário-família / IRPF / Reforma Tributária / RJ – EFD-ICMS/IPI

No episódio 516, você vai escutar sobre Perícia médica, IRPF/IRRF e Reforma Tributária-DF-e

Para ter acesso a essa e outras noticias do dia, assista ao Jornal IOB Play. Acesse: www.iobplay.iob.com.br

IOB Play, seu streaming profissional!

Com vídeos: Consultoria Dinâmica, Dicas Empresariais, Palestras, Entrevistas exclusivas e diariamente, o Jornal IOB Play com as matérias mais relevantes no mundo regulatório, contábil e fiscal.

Ep. 516:  Perícia médica / IRPF/IRRF/ Reforma Tributária/ DF-e

JANE DECKS at Chinese Laundry opening for Samurai Breaks, Karmel Jäger & 99 Nissan Patrol 12.09.25

Jeff Kowal and Aaron Spitzner discuss utilizing 529 plans and UTMA accounts to save money for children and grandchildren. Then dive into senior scams and cyber fraud and examine how you can protect the people you care about. Jeff and Aaron wrap up the show with thoughts on how you can protect your child’s inheritance.

The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren

One of the allegations in a $50 million lawsuit by former business partners of Priscilla Presley is that she withheld life support on her daughter, Lisa Marie, so that Lisa Marie could not remove Priscilla as trustee over a Trust that owns Graceland.

Priscilla Presley Sued for Pulling the Plug

Heya, I'm a DJ playing on Eora/Sydney soil. 
I play house, techno, electro, breakbeat and garage. I select tracks that are inclusive and gender-diverse. 

bookings and enquiries clara.rior22@gmail.com

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.

Ransom Note is an online music, arts and culture magazine. We provide a home for readers and writers with boundless enthusiasm, esoteric knowledge, fierce opinions and impeccable taste.

With our core team immersed in all aspects of dance music, we publish news, articles, and interviews covering the greatest in innovative, underground culture from across the globe. We offer regular, exclusive music and mixtapes from our favourite artists, and publish features shining a light on everything from the freshest new artists to the untold tales from rave history.

Alongside this we offer musings on film, books, life, and art, generating some context and controversy as an antidote to the reheated PR that clogs up the internet. Our office is fuelled by Tunnock’s Bars, cat memes, hangovers and a ridiculous, never ending love for our culture.

We're always interested in getting new writers on board – feel free to get in touch if you’ve got a story to tell.

With love until the grave.

Need a good lawyer?
We are here to help you. 
Attwood Marshall Lawyers, est 1946.
Phone 1800 621 071 today.
www.attwoodmarshall.com.au

Local and state governments, though often overshadowed by federal government, have tremendous impact on our quality of life. This podcast provides a valuable service by educating people on how to improve their own quality of life through civic engagement. Various organizations encourage residents to register and vote, but it does not appear that anyone is showing voters how to make good decisions when they do. It feels akin to hiring someone for a job without reviewing the job description. Local Matters changes that narrative by educating voters with short, clear, and unbiased civics lessons from a career local government professional, public speaker, and management consultant.

The Brahma Kumaris World Spiritual University (UK), a registered charity since 1975, opens its doors every day of the year to students from all walks of life, cultures and backgrounds to study Raja Yoga meditation. Students find that meditating in this way daily brings a lot of peace and positivity to their lives.

We also join together with many national and local organisations and diverse communities, helping to enhance the wellbeing of people in different spheres of society.

We work across the UK in more than 40 locations and are part of a network of organisations offering activities in over 110 countries. Our spiritual headquarters is in Mount Abu, in the Aravali mountain range, Rajasthan, India.

Brahma Kumaris, UK was established as a Registered Charity in 1975 and charges no fees for any of its activities, being funded by voluntary contributions.

Registered Charity No: England & Wales (269971) and Scotland (SC040512).

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #trustee