Name
Clearing the Path: Overcoming Funding and Title Hurdles in Estate Planning
Date & Time
Wednesday, September 25, 2024, 3:15 PM - 4:15 PM
Description

Unlock the keys to successfully implementing an estate plan with this focused discussion on trust funding. Explore the critical importance of funding a revocable living trust and learn to avoid unintended consequences by mastering consistent asset titling practices. Gain practical insights into advising clients on trust funding strategies, equipping you to ensure their wishes are honored. Elevate your mastery of estate planning and become a trusted guide in maximizing your clients' legacies.

Track
Trusts & Estates