CAPITAL FIRST TRUST PODCASTS
Listen to podcasts featuring discussions and expert insights on trust administration, estate planning, and the evolving needs of those we serve.
August 01, 2022
SNT: Pre-Planning The Death Of A Loved One
This podcast discusses the tough process of pre-planning the death of a loved one by setting up final expenses from a Special Needs Trust.
July 15, 2022
July 05, 2022
Establishing a Special Needs Trust
In this podcast, James Creel and Shannon Laymon-Pecoraro talk about what to look for when considering a Special Needs Trust.
July 01, 2022
In this short podcast, Senior Trust Consultant, James Creel, speaks with Shannon Laymon-Pecoraro from Parks Zeigler on the basics of Special Needs Trust administration.
June 26, 2022
Investing Within A Special Needs Trust
Investing Within A Special Needs Trust Podcast Episode 9 • 25 July 2022 • Capital First Trust Company
March 28, 2022
Advisor Friendly Trusts Podcast Episode 2 • 25th February 2022 • Capital First Trust Company
March 28, 2022
This short podcast covers how existing trusts can be transferred to a new (corporate) trustee.
March 23, 2022
This podcasts differentiates Directed and Delegated Trust structures when working with a corporate trustee.
March 23, 2022
This short podcast covers the question of how an Irrevocable Trust can be modified.