©2019 by Basin Law Group

 

State law requires us to inform you "The Wyoming State Bar does not certify any lawyer as a specialist or expert.  Anyone considering a lawyer

should independently investigate the lawyer's credentials and ability, and not rely upon advertisements or self-proclaimed expertise." 

Generally, the idea is that all of your assets should be in your trust. However, there are a few assets you may not want, or that cannot, put your trust.  There may be a valid reason (like avoiding a potential lawsuit) for leaving a certain asset out of your trust.

Typically, assets you want in your trust include real estate, bank/saving accounts, investments, business interests and notes payable to you. You will also want to change most beneficiary designations to your trust so those assets will flow into your trust and be part of your overall plan. Some exceptions may be IRAs and retirement plans.

Click here to view our list of documents to help us discover what assets should be considered in funding