How to Avoid the Unhappy Unfunded Trust

The estate plan all too often offers little value to the family if the post-signing “funding phase” is not properly addressed.

Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

Provider: DuPage County Bar Association

SKU: DCBA2313-R

$45.00 or 0.75 credits

Qty: decrease increase

The estate plan all too often offers little value to the family if the post-signing “funding phase” of the estate plan is not given both careful consideration of strategy on an asset-by-asset basis coupled with making absolute certain that the client implements the strategy.

Richard W. Kuhn, Kuhn, Heap and Munson, Naperville

Expires: 9/1/2025

Overview

Richard W. Kuhn, Kuhn, Heap and Munson, Naperville

Expires: 9/1/2025

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