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Episode 12 – Do I Really Need a Trust?

Into the Woods
23/09/2025 17 min Episodio 12
Episode 12 – Do I Really Need a Trust?

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Episode Synopsis

In this episode, attorneys Dave Shaffer and Morgan Napierski explore the fundamentals of trust planning, explaining when trusts are necessary, how they work, and the critical importance of proper trust funding.

More episodes of the podcast Into the Woods

Episode 18 – Real Estate & Estate Planning: The Fundamentals (Part 1) 30/12/2025
Episode 17 – Charitable Giving: Doing Good While Doing Smart 09/12/2025
Episode 16 – The Five-Year Lookback Period: What You Need to Know (Part 2) 18/11/2025
Episode 15 – The Five-Year Lookback Period: What You Need to Know (Part 1) 04/11/2025
Episode 14 – The Critical Importance of Beneficiary Designations in Estate Planning 21/10/2025
Episode 13 – Asset Protection Trusts & Protecting Your Home 07/10/2025
Episode 11 – Understanding Probate and Estate Planning Basics 09/09/2025
Episode 10 – Planning for Loved Ones with Disabilities: Supplemental Needs Trusts (Part 2) 26/08/2025
Episode 9 – Planning for Loved Ones with Disabilities: Supplemental Needs Trusts (Part 1) 05/08/2025
Episode 8 – Gifting & Estate Planning Explained 15/07/2025
Ver todos los episodios
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