Trusts & Estates
Funding: Opportunity or Profit Killer?
Good estate planners recognize the need for properly funded trusts. I often tell clients; a lot of estate planning is “title and beneficiary designations”. However, allowing clients to fund their trusts themselves is usually a recipe for disaster. So it is often our responsibility to ensure that the trusts get funded. However, funding clients’ trusts is not an easy task. It is time consuming and tedious and most attorneys would rather spend their time advising clients on complex legal strategies.
To learn more about funding clients' trusts and it's effect on your practice and to access the article, please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
2024 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.
Learn More
WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn More