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Save Funding Agreement in PPR

Save Funding Agreement in PPR

Aug 6th, 2022

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How to Save Funding Agreement in PPR

4.8 out of 5

74 votes

The video tutorial discusses foreign funding agreements in the context of trust and estate management. Presented by the American College of Trust and Estate Counsel (ACTEC), experts Paige Ben Jacob and Stacy Singer provide insights on the documentation necessary for funding trusts during estate settlements. They emphasize the importance of funding agreements, discussing common challenges practitioners face. The session aims to clarify what documents are essential and how they aid the funding process, thereby supporting practitioners in effectively managing estate planning and trust establishment. Tony Ann Cruz introduces the topic and the speakers.

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