Funding Trusts and Other Post-Drafting Care
A common mistake in planning with trusts is leaving trust funding and execution up to clients. Without asset title transfer, the best-drafted trust instrument has no power. This legal guide attempts to help trusts and estates attorneys and other professionals involved in wealth planning close the trust execution and post-drafting maintenance gap consistently and effectively. Adopt best practices and lay the groundwork for effective trust and estate administration. Register today!
- Clearly outline who must populate the trust with assets, when, and how.
- Learn who informs beneficiaries of the trust's existence, when, and how.
- Discuss how much of the original trust document text the trustee and beneficiaries are entitled to see.
- Plan for periodic trust review and identify specific events that should trigger a review.
Original: $229.00
-65%$229.00
$80.15Funding Trusts and Other Post-Drafting Care
A common mistake in planning with trusts is leaving trust funding and execution up to clients. Without asset title transfer, the best-drafted trust instrument has no power. This legal guide attempts to help trusts and estates attorneys and other professionals involved in wealth planning close the trust execution and post-drafting maintenance gap consistently and effectively. Adopt best practices and lay the groundwork for effective trust and estate administration. Register today!
- Clearly outline who must populate the trust with assets, when, and how.
- Learn who informs beneficiaries of the trust's existence, when, and how.
- Discuss how much of the original trust document text the trustee and beneficiaries are entitled to see.
- Plan for periodic trust review and identify specific events that should trigger a review.
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Description
A common mistake in planning with trusts is leaving trust funding and execution up to clients. Without asset title transfer, the best-drafted trust instrument has no power. This legal guide attempts to help trusts and estates attorneys and other professionals involved in wealth planning close the trust execution and post-drafting maintenance gap consistently and effectively. Adopt best practices and lay the groundwork for effective trust and estate administration. Register today!
- Clearly outline who must populate the trust with assets, when, and how.
- Learn who informs beneficiaries of the trust's existence, when, and how.
- Discuss how much of the original trust document text the trustee and beneficiaries are entitled to see.
- Plan for periodic trust review and identify specific events that should trigger a review.
