Video

  • 19 minutes

Types of Assets in Trust Funding

 
This video focuses on specific types of assets and how, or whether you should, transfer them to a revocable trust. One of the things you need to consider when transferring tangible personal property is whether or not it is practical. You must know your state laws. Some state law has a small exception to allow a certain amount to transfer without having to prepare an assignment. On other thing you need to consider is what items are valuable.

In this 18-minute video our speakers, Jenifer A. Jewkes and Mary Lee Moseley, reviews how to handle bank accounts, publicly traded securities, real property, closely held businesses and miscellaneous assets.

Jenifer A. Jewkes is an attorney at Lane Powell PC. Her practice focuses on estate and succession planning, as well as estate and trust administration for high net worth families and individuals. She is a frequent presenter and author on estate planning topics, including a recent presentation at Financial Planning Association of Puget Sound’s Annual Symposium titled “The Financial Planner’s Role in Estate Planning”.

Mary Lee Moseley is a shareholder and co-chair of the Trusts and Estates Practice Group at Lane Powell PC. She has 29 years of experience in estate planning and trust and estate administration. Ms. Moseley worked as a trusts and estates attorney in Maine, California and Washington State. She has extensive experience with complex estate planning, IRS gift and estate tax audits, charitable planning and tax-exempt organizations.

Runtime: 18 minutes

Faculty

Mary Lee Moseley

Mary Lee Moseley

Lane Powell PC

Agenda

Faculty

Mary Lee Moseley

Mary Lee Moseley

Lane Powell PC

  • Shareholder and co-chair of the Trusts and Estates Practice Group at Lane Powell PC
  • Twenty nine years of experience in estate planning and trust and estate administration
  • Worked as a trusts and estates attorney in Maine, California and Washington state
  • Extensive experience with complex estate planning, IRS gift and estate tax audits, charitable planning and tax-exempt organizations
  • Former director with Deloitte Tax LLP’s Estate, Gift and Trust Tax Practice for 16 years
  • Frequent presenter and author on topics involving trusts, tax and planned giving
  • J.D. degree, University of Washington School of Law; LL.M. degree in taxation, Boston University; M.S. degree, University of Massachusetts; B.A. degree, magna cum laude, Bowdoin College
  • Can be contacted at 206.223.7132 or [email protected]

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.