Trusts & Estates
Funding Trusts: Is There Fuel in the Car?
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel
A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will fall far short of expectations if the trusts we’ve so carefully drafted are never properly funded.
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Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More
Domestic Asset Protection Trusts after Toni 1 Trust
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