Funding a Marital Trust

What is included and what must be done to fund a Marital Trust after one of the spouses dies?


The trust administration process includes the following steps:

a.   Making outright distributions.

b.   Identifying subtrusts.

c.   Creating a spreadsheet and listing all assets.

d.   Establishing targets for allocation and funding.

e.   Allocating assets to the subtrusts.

f.    Selecting an allocation date.

g.   Preparing an asset allocation agreement and diagram.

h.   Following a checklist for implementing the subtrust allocation.

i.    Completing the trust administration by distributing the assets.

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