Description
Ensure that your clients estate planning is complete and avoid major pitfalls down the road.
Drafting a trust is only the beginning of a clients estate planning process. Funding the trust is the more timeconsuming and often arduous task where mistakes can easily be made. Drawing on his experiences dating back to the mid1990s, our presenter will explain all the steps that you need to undertake to ensure that the estate planning is complete, as well as mistakes to avoid. A very practical and handson webinar for all levels of practitioners.
Date: 2024-07-10 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
* You will be able to identify the methods for funding a trust.
* You will be able to You will be able to identify important factors regarding Real Estate.
* You will be able to recognize success factors, as well as mistakes to avoid when transferring various accounts.
* You will be able to recognize key components in documentation for a successful transfer.