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RWay Symposium 1 2020 – Funding Your Trust (ONLINE ONLY)
September 26, 2020
Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired in the future are also coordinated with your trust. This workshop will help you understand how to properly maintain your trust funding. It also provides essential information to correctly fund your trust, so be sure to sign up if you have not yet taken the class.
Click the following links to learn more about the other classes:
Trustee Training: Trust Process
Using Trusts to Protect Your Assets from Long-Term Care Costs
Trustee Training: Administration Process
Beyond Your Legal Documents
Focus on Health & Wellness