Trust Me, It’s Complicated: Estate Planning & Probate Made Simple
Trust Me, It’s Complicated: Estate Planning & Probate Made Simple
John Marshall
011: Trust Funding: How to Properly Fund a Trust to Avoid Probate
20 minutes Posted Jan 26, 2026 at 6:53 pm.
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Show notes
Attorney John Marshall dives into the often-misunderstood topic of trust funding, explaining why a trust only works if assets are properly owned by or payable to it. He covers the differences between single and married clients in Florida, including the importance of tenants by the entirety for married couples, the use of Ladybird deeds for homestead property, and the proper handling of IRAs to protect beneficiaries and minimize taxes. This episode is essential for anyone who wants to ensure their trust is fully funded and achieves its purpose of avoiding probate, preserving privacy, and protecting assets.