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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 408620
Credit & Course Provided by:

Funding Trusts in Estate Planning

Live Webinar
May 19, 2021
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now

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.

Learning Objectives

• 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.


Live Webinar$199Register Now