Funding: Opportunity or Profit Killer?

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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.

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