The Missing Step: Why Trust Funding Matters

Supporting families with planning, resources, and financial assistance to secure the future of loved ones with special needs.

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The Missing Step: Why Trust Funding Matters

This educational webinar is presented by Abigail Plankey, an attorney at Hooper Law Office, an estate planning and elder law firm specializing in Special Needs Planning and Long-Term Care Planning.
In this session, Abigail will explain the critical importance of “funding” your trust. Creating the documents is only half the battle; ensuring your assets are correctly titled and connected to your trust is the essential step that many families overlook. This webinar will provide practical guidance on how to bridge that gap to ensure your estate plan actually works when your family needs it most.

In this webinar, you will learn:

  • What is “funding”? Understanding the process of transferring assets into your trust.

  • Why does funding matter? Why a trust is ineffective without properly titled assets.

  • What if something isn’t funded to my trust? The risks and potential legal hurdles of leaving assets outside the plan.

  • How do you fund something to a trust? Practical steps to ensure your accounts and property are correctly coordinated with your legal documents.

Who should attend:

  • Parents and caregivers of individuals with special needs who have (or are considering) a trust.

  • Individuals who want to ensure their estate planning efforts aren’t wasted due to administrative gaps.

  • Families looking to understand the technical side of asset protection and long-term care planning.

  • Anyone who has a trust but isn’t sure if their bank accounts, real estate, or other assets are properly “connected” to it.

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