Symposium 3 – Funding Your Trust

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Symposium 3 – Funding Your Trust

May 2 @ 11:00 AM - 12:00 PM

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Funding Your Trust

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 sign up for the other classes:

Trustee Training: Trust Process 8:30 AM – 9:30 AM
Current Events in Estate Planning 8:30 AM – 9:30 AM
Trustee Training: Administration Process 9:45 AM – 10:45 AM
Have You Done Your Homework? 9:45 AM – 10:45 AM
Funding Your Trust 11:00 AM – 12:00 PM
The Truth About Organ, Tissue and Eye Donation 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.

Details

Date:
May 2
Time:
11:00 am - 12:00 pm
Event Category:

Organizer

Wilson Law Group
Phone:
(608) 833-4001
Email:
mail@wilsonlawgroup.com
Website:
wilsonlawgroup.com

Venue

Clarion Suites
2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Registration Form