Funding Trusts and Other Post-Drafting Care

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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 le gal 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. Show more