Symposium 3 – Funding Your Trust

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Symposium 3 – Funding Your Trust

May 2

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. This workshop will help you understand how to properly maintain your trust funding. It also provides essential information on how to correctly fund your trust, so be sure to sign up if you have not yet taken this class!

 

Click the following links to see descriptions for the other classes:

Trustee Training: The Trust Process
Current Events in Estate Planning
Trustee Training: The Administration Process
Have You Done Your Homework?
The Truth About Organ, Tissue and Eye Donation

 

Details

Date:
May 2
Event Category:

Venue

WI United States

Organizer

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