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Although funding is a critical element in each type of planning, what can complicate it further is the type of assets being funded.
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Trust Funding Essentials
We as attorneys, and sometimes even our clients, hear so much about trust funding, but rarely is it truly understood. I would like to outline a few essentials when doing trust funding to ensure that the underlying estate plan works as intended. The first key step in any trust funding...
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555 French Rd., Ste 202
New Hartford, NY 13413
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