C
Casey Reagan
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
Oct 20, 2026
Debunking Estate Plan Misconceptions with Casey Reagan
C
4:55Casey ReaganGUEST
So when somebody passes away, really most of the time in a living trust, the The trustor, the creator of the trust, is also the trustee up until their time of death.
C
5:12Casey ReaganGUEST
Sometimes that changes if that person loses capacity prior to their death or something along those lines.
C
5:18Casey ReaganGUEST
But generally, it's going to be, let's call it one of the parents, because that's usually what we're seeing, who is the trustee up until death.
C
5:30Casey ReaganGUEST
Then it follows the terms of the trust in terms of who's the successor trustee.
C
5:35Casey ReaganGUEST
Some people named two of their kids, some people named all of their kids, some people named one of their kids.
9 MINS LATER