News & Events

News & Events

08.11.2016

Funding Trusts in Estate Planning

Bookmark and Share

Jenifer Jewkes and Mary Lee Moseley will co-present a Lorman Education Services webinar titled “Funding Trusts in Estate Planning” at 10 a.m. on Thursday, August 11. During the webinar, Jewkes and Moseley will discuss how to navigate the trust funding process to successfully transfer various types of assets to a trust. Topics will include: identifying the type of trust, the importance of making sure the trust is funded, consequences of an improperly funded trust, commonly overlooked assets, and tips for ensuring all appropriate assets are properly titled in the name of the trust. For more information or to register, visit the event website.