Trust Funding Options
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
Mentioned in this episode
Organizations: The American College of Trust and Estate Counsel, ACTEC
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