Guide to Funding and Maintaining Living Trusts

Living trusts are useful in estate planning. But it takes some effort to make certain that they are properly funded and maintained. If this is not done, a living trust fails to accomplish its purposes. This Guide provides information on funding and maintaining your living trust. Funding relates to placing assets in your trust. Maintaining your trust involves the day-to-day operation and administration of your trust.

Download the Guide to Funding and Maintaining Living Trusts here.

This is not intended to be legal advice, but rather, to provide accurate information regarding estate, trust and wealth preservation. For more information regarding these matters, please contact any member of our estate, trust and wealth preservation group: James A. Rapp ( jrapp@srnm.com ), Ted Niemann ( tniemann@srnm.com ), Harold B. Oakley ( hoakley@srnm.com ), Michael A. Bickhaus ( mbickhaus@srnm.com ), Jeffrey L. Terry ( jterry@srnm.com ) or Joseph B. Ott ( jott@srnm.com ). Our telephone number is (217) 223-3030. Please visit our website: www.srnm.com. We invite and welcome all questions and comments. © 2013 Schmiedeskamp Robertson Neu & Mitchell LLP Vol. 2015-1