Trusts & Estates

read
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.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.


Complete the form to get your free guide

Related Resources

Planning for Virtual Currencies thumbnail
read
Trusts & Estates

Cryptocurrency and Estate Planning

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
Toni 1 Trust Thumnail
read
Trusts & Estates

Domestic Asset Protection Trusts after Toni 1 Trust

Domestic Asset Protection Trusts (DAPT) have been a useful estate planning tool to help clients protect their assets from creditors. Download this paper now and learn why it has become vital for estate planners to adequately counsel clients in non-DAPT states wishing to fund their DAPT with non-DAPT state property.

Learn More
IB US v Harris thumbnail
read
Trusts & Estates

Drafting Third-Party Spendthrift Trusts after U.S. v. Harris

U.S. v Harris changed the game for estate planning attorneys drafting spendthrift trusts. Get the facts in this brief.

Learn More

Get the Premier Magazine for Industry Thought Leaders