Trust Funding and Estate Planning

Trust funding is the process of transferring your assets to your trust. Funding your trust is an important part of the estate planning process. If your assets are not transferred to your trust, a guardianship may be necessary if you become incapacitated and a probate would be necessary upon death.

Our attorneys will work with you to ensure your trust is fully funded. The funding process involves preparing necessary documents to complete the transfers to your trust; including, but not limited to deeds, assignments, stock certificates and beneficiary designation forms. Some assets require special attention. Depending on the asset and the circumstances, we may advise you that the asset should not be transferred to your trust. Examples of these assets include individual retirement accounts or 401Ks, ownership interest in an S-Corporation and ownership in a Professional Corporation or Professional Limited Liability Company.

Our experienced attorneys provide detailed instructions and advise clients concerning each of their assets in order to ensure their trusts are properly funded. To learn more about a customized trust funding plan, give Ball Morse Lowe a call today at (405) 701-5355.

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Why Call Ball Morse Lowe?

The attorneys at Ball Morse Lowe have built a respected reputation over the decades for providing sophisticated counsel in complex oil, gas, and energy law matters, business law cases, transactions, estate planning, and family law matters. We take pride in assisting individuals and families with their legal concerns. Personable and responsive, our lawyers craft documents and develop strategies tailored to each client's unique goals and needs.

Ball Morse Lowe PLLC is committed to providing excellent service and sound solutions to our clients in a cost-effective manner. From our law firms in Norman, Oklahoma City, Edmond, Stillwater, Frisco, and Denver, our attorneys provide services throughout the Oklahoma City, DFW, and Denver Metros and in other states, including Texas, North Dakota, Ohio, Colorado, California, Wyoming, and New Mexico.

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