Trust Funding Options

Trust Funding Options

From ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

April 7, 2026 · 8 min · Episode 373

About this episode

This episode discusses how fractional and pecuniary trust funding formulas affect taxes and estate planning outcomes.

Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Topics covered

  • trust funding
  • estate planning
  • taxes
  • asset allocation
  • beneficiaries

Keywords

  • trust funding
  • pecuniary
  • fractional
  • taxes
  • estate planning
  • beneficiaries

Mentioned in this episode

Organizations: The American College of Trust and Estate Counsel, ACTEC

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