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Marshalling Assets in Estate Planning

 

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, how to deal with assets that pass by beneficiary designation, as well as funding logistics. This material will provide you with an understanding of what is necessary to properly fund a client's estate plan.

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Marshalling Assets in Estate Planning

Agenda

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Marshalling Assets in Estate Planning

Faculty

Vanessa M. Terzian

Vanessa M. Terzian

Lagerlof, LLP

  • Partner at Lagerlof, LLP
  • Specializing in estate planning, trust administration, and probate
  • Adjunct professor of trust and wills, Southwestern Law School
  • Rising Star, Super Lawyers, 2015 - 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and member of the Trusts and Estates section
  • J.D. degree, dean's honors and recipient of dean's full tuition academic scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
  • Can be contacted at 626-683-7234, [email protected], or lagerlof.com
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Marshalling Assets in Estate Planning

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