This presentation delves into the philosophies and strategies behind funding a revocable living trust. It explores the considerations of funding with different asset types, and advisement based on the grantor’s age, marital status, family complexity issues, and other factors.  The presenters will also provide insights into how these choices and others can impact the effectiveness and alignment of the trust with the grantor's intentions.  

This two-part series is designed to take you from the “why” to the “how” of funding a revocable living trust. Part 1 builds the strategic foundation while Part 2 provides the step-by-step guidance to put that strategy into practice. For the most complete understanding, and to best serve your clients, register for both sessions and get the full picture from philosophy to implementation.  Click here to register for the November program (Part 2).

CBA-CLE will email webinar access information 24-48 hours before the program.

Home studies will be available 2-3 weeks following the live program.

CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.

The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.