
Documenting Trust Dispositions
When assets are transferred to a trust, it is important to clearly document the disposition of the assets. This documentation will help to ensure that the trust is properly administered and that the assets are properly accounted for. The following information should be included in the documentation: The name of the trust The date of the transfer The identity of the transferor The identity of the beneficiary A description of the assets being transferred The value of the assets being transferred The reason for the transfer The documentation should be signed by the transferor and the trustee. It should also
