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Funding Your Trust

Funding is a critical function of maintaining your trust. Even though your current assets are in your trust, it is your responsibility to make sure that all assets acquired in the future are also in your trust. We are here to help you learn what to do and when to do it. This workshop will help you understand how to properly maintain your trust. This class provides essential information to correctly fund your trust, so be sure to sign up if you haven’t yet taken the class.

 Click the following links to sign up for the other classes:
Trustee Training: The Trust Process 9:45 AM – 10:45 AM
Cyber Threats And Fraud 9:45 AM – 10:45 AM
Trustee Training: Administration Process 11:00 AM – 12:00 PM
Gun And Firearms Planning 11:00 AM – 12:00 PM

If you would like to sign up for multiple classes, please register on each classes’ page or name each class in the comment field in the Registration Form below.