Marshalling Assets in Estate Planning
1 hour 30 minutes
Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets.
For an estate plan to work, the plan must be properly funded. In this topic, you will learn the thought processes, practical impediments, and solutions to ensuring that a client’s plan is well-funded. Specifically, we will discuss identifying assets, determining what assets should and should not be funded into a trust, dealing with assets that pass by beneficiary designation, and funding logistically. This material will provide you with an understanding of what is necessary to properly fund a client’s estate plan.
• You will be able to define marshalling assets.
• You will be able to review the process of marshalling assets.
• You will be able to identify what to consider when handling unusual assets.
• You will be able to discuss guidelines for marshalling assets in an estate plan.