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.
Before proceeding, please note: If you are not a current client of Lane Powell PC, please do not include any information in this email that you or someone else considers to be confidential or secret in nature. Prior to the establishment of a lawyer-client relationship, unsolicited emails from non-clients containing confidential or secret information cannot be protected from disclosure.