Putting Stocks or Bonds into a Trust

Tag Archives: Transferring stocks and bonds into a trust

Putting Stocks or Bonds into a Trust

Transferring stocks and bonds into a trust is possible, but it takes some time and know-how, which means you should seek the assistance of an experienced estate planning attorney to do it correctly. You will need to be mindful of both state and federal laws, along with any specific requirements established by the issuer of […]