Funding Trusts in Estate Planning
1 hour 30 minutes
Ensure that your client’s estate planning is complete and avoid major pitfalls down the road.
Drafting a trust is only the beginning of a client’s estate planning process. Funding the trust is the more time-consuming and often arduous task where mistakes can easily be made. Drawing on his experiences dating back to the mid-1990’s, our presenter will explain all the steps that you need to undertake to ensure that the estate planning is complete, as well as mistakes to avoid. A very practical and hands-on webinar for all levels of practitioners.
• You will be able to describe the four methods for funding a trust.
• You will be able to discuss the impact of the Internal Revenue Code Sec. 2036.
• You will be able to explain the three-year rule as it relates to life insurance policies.
• You will be able to review how to transfer encumbered property.