Headaches Involved in Trust Funding
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 Published On Oct 13, 2023

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0:00 Issues When Transferring Accounts To Living Trust
0:17 Reasons People Transfer Accounts To Living Trust
0:56 The Living Trust Avoid Probate Strategy
2:18 Snag - Financial Institution Doesn't Offer Trust Accounts
4:15 Financial Institution Doesn't Allow Trust to be Beneficiary
5:50 Move Your Account?
6:57 2nd Dilemma - Bank Requires New Trust Checking Account
9:05 Work Through These Issues While You Can
10:46 AEPL

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