Anne Heche was an actress known for her roles in a variety of genres in film, television and theater, receiving numerous accolades. On her tragic death in August 2022, Heche’s son Homer and her former partner James Tupper fought in court over who would be her estate administrator and guardian of her youngest son Atlas. 

In this episode, David Lenok is joined by Benazeer "Benny" Roshan, Partner at Greenberg Glusker, in differentiating the roles of trustee and administrator for an estate. They focus on how the court typically handles such roles and what their respective responsibilities and duties are.

Benny discusses:

- The benefits and detriments of probate;
- Who should be an executor or a trustee;
- The difference in responsibilities between trustees and administrators for estates;
- And more

Connect With Benny Roshan:

LinkedIn: Benny Roshan https://www.linkedin.com/in/benazeer-benny-roshan-94180a1/
Greenberg Glusker https://www.greenbergglusker.com/

Connect With David Lenok:

david.lenok@informa.com 
WealthManagement.com https://www.wealthmanagement.com/
LinkedIn: David Lenok https://www.linkedin.com/in/david-lenok-a481432a/
LinkedIn: Informa https://www.linkedin.com/company/informa/

About Our Guest:

For over 15 years, Benny has successfully represented a wide range of fiduciaries and beneficiaries in disputes involving trusts, fiduciary appointments, accountings, removal, and surcharge. Benny is recognized by Chambers and Partners in their High Net Worth Guide for 2021 and 2022. In 2018, the Daily Journal named Benny one of the Top 40 Lawyers Under 40 in the State of California.

Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate

WealthManagement.com

Related tracks