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Trust Funding

Funding Investment Accounts

Published April 13, 2015 by Brady Cobin Law Group, PLLC

Investment accounts, or brokerage accounts, are accounts held by an institution that contain mutual funds, stocks, ETFs, cash accounts, etc. Additionally, as used in this article, investment accounts are non-qualified accounts. In other words, investment accounts are distinguished from IRAs,…

Funding Real Property Part II

Published April 9, 2015 by Brady Cobin Law Group, PLLC

In our last post, we looked at some of the rules surrounding real estate that should be taken into consideration in determining whether to fund real property into a revocable living trust. We’ll now look at how we move title…

Funding Real Property Part I

Published March 30, 2015 by Brady Cobin Law Group, PLLC

In the realm of trust funding, unlike most assets, there are many nuances to funding real estate. To understand how and if we transfer title of real property into trust requires first some background knowledge. Real property has some unique…

Funding Automobiles into Trust

Published March 23, 2015 by Brady Cobin Law Group, PLLC

Funding automobiles into trust can be a challenging exercise. These challenges are mostly wrought from the necessity of interacting with the North Carolina Department of Motor Vehicles to effect the title changes. Funding is accomplished by transferring title of the vehicle from the…

Funding Personal Property into Trust

Published March 17, 2015 by Brady Cobin Law Group, PLLC

Personal property is all of your “stuff” that doesn’t have title documentation. Examples of personal property include: furniture, appliances, jewelry, stamp collections, clothing, etc. Funding personal property is an often overlooked step in the trust funding process. This is unfortunate…

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