Learn how to transfer these assets into a trust.
Depending on the type of asset your client is looking to transfer into a trust they may be able to handle it on their own or they made need some assistance. Savings bonds used to be a headache to transfer a title into a trust, but they have recently centralized their operations and are much easier to work with. Financial advisors may be able to help with marketable securities. Each scenario has its own details to review when it comes to transferring to a trust. This video reviews these different types of trusts and discusses how best to manage transferring them into a trust.
Agenda
Faculty
Thomas J. Murphy
Murphy Law Firm, Inc.
- Attorney and Founder of Murphy Law Firm, Inc. in Phoenix, AZ
- Over 40 years of experience with practice focusing on probate law, estate planning, elder law, and tax law and planning for the disabled and those with special needs
- Author of nearly 100 articles that have been published in many national and state professional journals focusing on a wide variety of legal and tax matters
- Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
- Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
- One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
- Can be contacted at [email protected] or 480-838-4838
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