Thursday Dec 07, 2023

The Path Of Least Resistance – When Institutions Hassle You During Trust Funding

We’ve spent many episodes discussing how important trust funding is to your estate plan (assuming a trust is a part of your plan). However, the process can be tedious at times. Many attorneys don’t handle the trust funding for the clients (or only provide minimal guidance), which can lead to further trouble. On top of that, various banks, employers, and investment firms can often frustrate clients even further. A good, experienced attorney should be able to navigate clients through any roadblocks, warn them of potential issues, and have options for how to finish the job when issues come up.




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