Alexandria, VA Estate Planning Blog

Thursday, February 23, 2012

Trust Funding Techniques


The trust funding process is very important. Intervivos trusts need to be fully funded with the appropriate assets. If you fail to full fund your trust, or fund your trust incorrectly, your estate may incur significant problems. The following is general information. When funding a trust, always consult an attorney. If you have questions, give us a call.

Typical Trust Funding Techniques

Real Property --> Deeded to Trust

Furniture & Personal Effects --> Assignment to Trust

Bank Accounts --> Title to Trust w/ Certificate of Trust

Investment Portfolio --> Title to Trust w/ Certificate of Trust

Bank Savings & Investment Accounts --> Title to Trust w/ Certificate of Trust

Stocks & Bonds--> Title to Trust w/ Certificate of Trust

Business Interests --> Assignment to Trust

Power of Appointment--> Executed in favor of Trust


Typical Trust Funding Techniques (Delayed or Contingent Funding)

Life Insurance --> Trust as Primary Beneficiary

Retirement Benefits --> Trust as Primary Beneficiary



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