Event Description

Creating a trust is only half the equation. Without proper funding, even the most carefully drafted trust 
document may fail to achieve its intended goals—leaving assets exposed to probate, creditors, family 
disputes or unintended disposition. This course provides a practical guide to funding revocable and 
irrevocable trusts, covering the mechanics of retitling property, common pitfalls that derail estate 
plans, and best practices for ensuring that a trust actually functions as designed.

Designed For

This course is designed for professionals who assist clients with trust creation, CPAs and financial 
advisors involved in wealth transfer planning, paralegals responsible for post-execution trust 
administration, and any other professionals who counsel clients on asset protection or probate 
avoidance. The material is relevant whether you are drafting trusts, administering them, or advising 
clients on maintaining existing estate plans.

Objectives

Upon completion of this course, participants will be able to apply practical trust funding strategies by 
determining how different types of assets should be titled or transferred into revocable and 
irrevocable trusts, while identifying common issues that may impact estate administration, tax 
planning, and probate avoidance.