Articles tagged with “trust funding”

ESTATE PLANNING LAW REPORT
“Funding” A Trust, and Other Ways To Leave Things To People Without Using A Will

November 5, 2024

I have written at various times in the past about re-titling your assets after you have established a trust.  I have also emphasized the importance of this process. Nevertheless, I still get more questions about this process than just about any other estate planning topic. So, at the risk of redundancy, I decided that it’s time […]

ESTATE PLANNING LAW REPORT: August 2020
What Is “Funding” A Trust?

August 30, 2020

I have written at various times in the past about re-titling your assets after you have established a trust, and emphasized the importance of this process.  When you establish a trust, the objective is to facilitate the management, and eventual distribution, of your assets. To make that work, there must be assets that are owned […]