What to Know About Funding a Trust

Your client has set up a trust, now what? Hosts Anne Rhodes and Thomas Kopelman dive deep into what assets should go into a trust and what assets should not or, more often, what assets can’t go into a trust.

They cover real estate, businesses, international assets, retirement accounts, brokerage accounts, bank accounts and more. And why the key may be what your state’s threshold for probate is, known as “petition for small estate.” They also tackle beneficiary designations and more, sharing key insights for financial advisors.