LLCs and trust funding

LLCs and Trust Funding

For clients with some types of assets, we frequently encounter questions about LLCs and trust funding. Should your trust be a “member” of each limited liability company, or should the LLC manager be a trustee? Do you need to change your LLC operating agreement? How do you get these interests into your trust’s name? Not…

Trust Funding 201

Trust Funding 201

Time for your next podcast class: Trust Funding 201. You signed your living trust (and related documents). Good. You’re halfway done. The rest of the job: transferring assets to the trust. In last week’s podcast we focused on some of the basic funding issues, in what we called Trust Funding 101. This week we offer…

Avoiding probate

Avoiding Probate in Arizona

Avoiding probate: most of our estate planning clients are already sure that’s important. But how can you avoid probate? And is it important? What (if any) problems might develop? In this week’s regular podcast episode, we talk about avoiding probate in Arizona. We explain beneficiary designations, Arizona’s beneficiary deed option, and some of the other…