Trust Matters
Welcome to the First American Trust media center. Our experts discuss topics ranging from estate planning to investment outlook. Be sure to look for upcoming events and register for live participation.

Recent Posts by Trust Matters Editor

Post-mortem Planning And Strategies

By Trust Matters Editor on June 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. Planning and maneuvering to reduce or eliminate taxes aren’t just for... Read More›

Continuing Education

Estate Planning For Business Owners & High-net-worth Individuals: Strategies And A Review Of New Laws

By Trust Matters Editor on June 28, 2022

Join us for a webinar featuring our President, Jerry Braakman, and our executive guest speaker, Mark Doyle, a Partner at TLD Law, LLP. They will discuss the importance of estate planning for business owners and high-net-worth individuals and provide ad... Read More›

Executive Webinar

5 Mistakes To Avoid In A Bear Market - Usa Today

By Trust Matters Editor on June 14, 2022

“One of the biggest money mistakes that investors make in a bear market is thinking they can pick the bottom,” says Jerry Braakman, President and Chief Investment Officer. He also states, “another big mistake that investors make in a bear market is mov... Read More›

Investments

To Whom And When Does An Estate Planner Owe Duties?

By Trust Matters Editor on May 31, 2022

Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but th... Read More›

Continuing Education

Q2 Investment Update (recording): An Economy In Transition And Battling Inflation

By Trust Matters Editor on May 20, 2022

“...It's obviously a difficult time for the markets and part of that is our economy is a little bit in transition...not just our economy, but a global economy as well...,” stated Jerry Braakman.

Jerry Braakman, President and Chief Investment Off... Read More›

Investments Investment Webinars

Brutal Stock Selloff Is A Multitude Of Bear Cases Coming True

By Trust Matters Editor on May 11, 2022

“In a lot of ways, it’s following a typical playbook,” said Jerry Braakman, chief investment officer and president of First American Trust in Santa Ana, California.

Read More›

Investments

Stock Bulls Embrace Rosy Estimates That Tend To Buckle In Crises

By Trust Matters Editor on May 11, 2022

To Jerry Braakman, chief investment officer and president of First American Trust, it makes sense the market has dropped almost 15% since the start of the year. “Stocks trade on the future,” he sai... Read More›

Investments

Estate Planning For And Administration Of Digital Assets

By Trust Matters Editor on April 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at... Read More›

Continuing Education

California’s Little Known Gold Nugget For Retirement Preservation – The Private Retirement Trust

By Trust Matters Editor on April 28, 2022

Exemption planning is a safe and effective protection solution for wealth preservation and is fundamental to estate planning. With exemption planning, you can properly prepare for the next financial disaster, regardless of whether it is self-inflicted ... Read More›

Continuing Education

Market Review Q1 2022

By Trust Matters Editor on April 28, 2022

 

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Investments

Proposition 19: A Shift In The Focus Of Real Property Tax Protections For Californians

By Trust Matters Editor on April 28, 2022

Whether you voted for it or against it, Proposition 19 is likely to impact you or a family member at some point in your life. This controversial proposition, passed in November 2020 by a majority vote of 51.1%, amended the California Constitution and i... Read More›

Continuing Education

Non-tax Aspects Of Business Succession Planning

By Trust Matters Editor on March 24, 2022

Join us for a CE course for estate planning attorneys and CPAs. Closely-held business equity presents unique challenges for an estate planne... Read More›

Continuing Education