FREE ONLINE WEBINAR WITH BONUS PDF
Biggest Trust
Funding Fails
Hosted by Jeffrey G. Marsocci, Esq. also known as The Plain English Attorney(TM)
Thursday, July 10, 2025 9:10 PM +08
Find Trust Funding Fails
The biggest threat to a good revocable trust plan is failing to keep assets coordinated with the strategy. Complacency plus life changes can cause the very probate nightmare you wanted to avoid in the first place.
Learn the Simple Funding Strategy
Some assets are treated differently for many reasons. Learn some of the simple funding strategies that account for taxes, title requirements, and convenience.
Typical Wildcards
Understand how some assets and accounts don't fit neatly into any specific category, and some of the ways to address coordinating those assets with your revocable living trust and the overall estate plan.
The Plain English Attorney (TM)
Presents "Biggest Trust Funding Fails" Live Stream Webinar
Attorney, Author and Certified Medicaid Planner (TM) Jeffrey G. Marsocci has spent his career helping families avoid the problems of government bureaucracies by planning ahead. Medicaid Planning is another area he knows can be overly complex and expensive without proper planning in place. With so many myths and misinformation shared, families are at risk of losing tens of thousands of dollars, and countless hours in the Medicaid Office.
In this webinar, Mr. Marsocci will share real-life experiences of frequently made mistakes while planning and applying for Medicaid.There are more effective ways.
Sign Up For The FREE Webinar Today
For months, we've been asked to do a webinar or video on Trust Funding. But instead of just doing another video for YouTube and social media, we decided to do things a bit differently...
