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Funding Trusts in Estate Planning

 Lorman Education Services
BenefitsIt is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This audio conference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax consequences of funding testamentary and irrevocable trusts. It will be a helpful introduction to those who will be assisting clients with funding trusts, and a solid refresher course for professionals who advise clients on tax issues of contributing property to trusts. The speaker will focus on issues common to most states, and will provide citations using the Uniform Trust Code and Florida law.

This audio conference is designed for attorneys, presidents, vice presidents, accountants, finance directors, controllers, CFOs, financial planners and estate planners.
This is primarily teleseminar training
Training Presented in:English
Training Provided by Lorman Education Services
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About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies. Please use Priority Code 16175 when registering. Lorman Education Services began offering continuing education seminars in 1987. Lorman Education is dedicated to providing cost-effective training opportunities that...
Click here for more information or to take this course
Home > Lorman Education Services > Estate > Funding Trusts in Estate Planning
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