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DTSTART;TZID=America/Detroit:20260819T110000
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DTSTAMP:20260715T041013Z
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SUMMARY:(LITX63/27) Trust Funding: A Practical Guide to Properly Funding and Titling Trust Assets
DESCRIPTION:Event Description\nCreating 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. \nDesigned For\nThis 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. \nObjectives\nUpon 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.
URL:https://sc.cpa/event/litx63-27-trust-funding-a-practical-guide-to-properly-funding-and-tilting-trust-assets/
CATEGORIES:Unknown Format
ORGANIZER;CN="Jordan Goewey":MAILTO:jgoewey@tfelawfirm.com
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