Jeffrey W. Roberts, Esq. ⚖’s Post

🚨💼 A Lesson in Trust and Transparency 💼🚨 One of the most humbling and embarrassing moments in my real estate career came from an unexpected source—an attorney. In this industry, we often emphasize the importance of thorough background checks for all parties involved, yet in this instance, we overlooked the attorney, believing that a law firm's trust account was the epitome of security. Unfortunately, we were painfully mistaken. 🕵️♀️📉 We had raised capital from family and friends for a promising deal, with the understanding that the funds would be either returned or converted to equity within two years. As we approached the first year, communication with the team faltered and eventually went dark. It turned out the attorney handling our trust account had a nefarious past, and the funds had vanished. The SEC became involved, and we are still tirelessly working to recover the investments. 😞🛡️ This ordeal has been not just financially draining but emotionally devastating as well. The relationships with those affected are invaluable to me, and the betrayal has been hard to accept. However, this experience has reinforced a crucial lesson: never assume, always verify—everyone, without exception. Moving forward, our diligence includes comprehensive background checks on every single team member, including attorneys. This mistake has been a hard but valuable teacher, and we're committed to ensuring it never happens again. 🏗️🔍 #RealEstateInvesting #TrustAndTransparency #LearningFromMistakes #TitanImpactGroup

🚨💼 A Lesson in Trust and Transparency 💼🚨 One of the most humbling and embarrassing moments in my real estate career came from an unexpected source—an attorney. In this industry, we often emphasize the importance of thorough background checks for all parties involved, yet in this instance, we overlooked the attorney, believing that a law firm's trust account was the epitome of security. Unfortunately, we were painfully mistaken. 🕵️♀️📉 We had raised capital from family and friends for a promising deal, with the understanding that the funds would be either returned or converted to equity within two years. As we approached the first year, communication with the team faltered and eventually went dark. It turned out the attorney handling our trust account had a nefarious past, and the funds had vanished. The SEC became involved, and we are still tirelessly working to recover the investments. 😞🛡️ This ordeal has been not just financially draining but emotionally devastating as well. The relationships with those affected are invaluable to me, and the betrayal has been hard to accept. However, this experience has reinforced a crucial lesson: never assume, always verify—everyone, without exception. Moving forward, our diligence includes comprehensive background checks on every single team member, including attorneys. This mistake has been a hard but valuable teacher, and we're committed to ensuring it never happens again. 🏗️🔍 #RealEstateInvesting #TrustAndTransparency #LearningFromMistakes #TitanImpactGroup

Traditional family trusts, once primarily vehicles for transferring land, share certificates, and heirlooms, cannot fully serve today’s complex and intangible legacies. Modern wealth often manifests as patent libraries, global trademarks, algorithmic trading models, unique brand identities, and intricate digital holdings. Such capital cannot thrive under an outdated trust model that merely preserves inherited assets until distribution. To remain relevant and effective, trusts must evolve into sophisticated governance architectures that guide intellectual capital, safeguard cultural values, and animate philanthropic aspirations. This article begins a series that reimagines the trust not as a static repository, but as a dynamic engine of legacy governance. Instead of treating beneficiaries as passive recipients, advanced trusts position them as stewards, innovators, and curators of intangible wealth. Research and scholarly commentary available through reputable legal and academic publishers—including platforms like Cambridge University Press—affirm that forward-looking estate instruments can integrate strategic planning, ongoing education, moral direction, and rigorous accountability measures. By forging these elements together, the trust transcends the old notion of a lockbox, emerging as a sculpted environment where intellectual property, entrepreneurial drive, and philanthropic missions converge. https://lnkd.in/eh8Wj2C9

Creating a trust is a powerful way to ensure your legacy continues to make an impact long after you’re gone. A trust can help protect your assets, support your loved ones, and carry out your wishes just as you envisioned. Let’s work together to build a trust that reflects your values and secures your family's future! 💖🏡 #Trusts #EstatePlanning #KornfeldLawFirm #BrooklynWill #BrooklynSeniors #BrooklynElderlaw #BrooklynEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney #BrooklynProbate

Estate planning is more than just having a will or setting up a trust — it’s the foundation for creating and protecting generational wealth. Ashon McKenzie explains how estate planning tools, like trusts and powers of attorney, ensure your assets are passed down intentionally and your family is taken care of for years to come. 🏡✨ Full Episode: https://lnkd.in/g4tMB9FV #FrugalFreddy #GenerationalWealth #EstatePlanning #DollarsAndSense

Donnie explains the essentials of trust management in our latest video blog recap. Trusts can be a powerful tool for estate planning, but their effectiveness depends on your unique goals and state laws. In some states, trusts simplify probate, while in others, they might be unnecessary. . https://lnkd.in/gRxMTWjG . It's crucial to understand your needs and objectives when considering a trust. At Stone Oak Wealth Management, we guide you through these decisions, ensuring your wealth aligns with your values and legacy. Watch the full video to learn more about how we can help you steward your wealth wisely. ☎️🗓️ CALL (726) 220-5022 to learn more. #financialstewardship #financialliteracy #wealthmanagement #TrustManagement #EstatePlanning #WealthStewardship #ChristianValues #StoneOakWealth Stone Oak Wealth is regulated by the SEC as a registered investment advisor. Please see our website https://lnkd.in/eZaPDP5j for additional disclosures.

Have you started your estate planning process yet?

Are you feeling overwhelmed by the complexities of estate planning? You're not alone! Many individuals struggle with navigating trusts, wills, and making sure their wishes are met. Today, July 8th at 10:00 AM PT, I'll be joining Kevin S. Bemel of Bemel Companies on Trusts & Estate Weekly to provide clear, actionable steps to secure your future. Whether you're just starting out or looking to revisit your existing plan, this episode is designed to empower you with the knowledge and confidence to make informed decisions. Tune in and take control of your legacy! Click here: https://lnkd.in/gAD6tyEE #TrustsAndEstates #EstatePlanning #estateplanningattorney #estateplanninginca #california #californiaestateplanning

In case you are wondering what the purpose of a trust is or how clear communication and governance can help prevent legal battles between family members. Here is an interesting case study for you 👇🏽!! #familyoffice #trusts #estateplanning MyFO

Are you feeling overwhelmed by the complexities of estate planning? You're not alone! Many individuals struggle with navigating trusts, wills, and making sure their wishes are met. Today, July 8th at 10:00 AM PT, I'll be joining Kevin S. Bemel of Bemel Companies on Trusts & Estate Weekly to provide clear, actionable steps to secure your future. Whether you're just starting out or looking to revisit your existing plan, this episode is designed to empower you with the knowledge and confidence to make informed decisions. Tune in and take control of your legacy! Click here: https://lnkd.in/gMRaVYAc #TrustsAndEstates #EstatePlanning #estateplanningattorney #estateplanninginca #california #californiaestateplanning