A special needs trust is a central tool in estate planning for families caring for a person with disabilities. In Tulare, this trust helps preserve eligibility for public benefits while providing flexible support for supplemental needs. At the Law Offices of Robert P. Bergman we assist clients in creating trust documents that coordinate with existing benefit programs such as SSI and Medi-Cal. Planning may include a variety of documents like a revocable living trust, last will and testament, financial power of attorney, advance health care directive, and certification of trust to ensure seamless administration and protection of the beneficiary’s long term welfare.
Effective special needs planning considers both immediate needs and future changes in health, housing, and income. We help families in Tulare develop a plan that funds the trust, names appropriate trustees and successors, and provides clear distribution standards so funds are used for quality of life enhancements rather than routine support covered by public programs. Services commonly provided include drafting pour-over wills, general assignments of assets to trust, HIPAA authorizations, and guardianship nominations when appropriate. Our approach focuses on durable documents that adapt as circumstances evolve and coordinate with other estate planning tools.
Special needs trusts protect eligibility for government benefits while allowing family members to provide additional comforts and supports that public programs do not cover. A properly drafted trust can accept inheritances, settlements, and gifts without disqualifying the beneficiary from means-tested services. Besides preserving benefits, a trust provides a legal framework for managing funds, appointing a trustworthy fiduciary, and setting specific distribution guidelines for housing, education, therapy, and recreational needs. Planning in advance helps reduce the risk of public guardianship, clarifies roles for caregivers, and promotes continuity of care when circumstances change over time.
The Law Offices of Robert P. Bergman serve families across California from a foundation in San Jose and with service available in Tulare. Our practice focuses on comprehensive estate planning, including special needs trusts, revocable living trusts, pour-over wills, and related documents. We emphasize clear communication, careful review of financial and benefits information, and practical drafting that fits each family’s goals. Working closely with clients and their care teams, we develop plans that are legally sound and easy to administer, offering ongoing support for trust administration and updates as family circumstances change.
A special needs trust is designed to hold assets for a person with disabilities while preserving eligibility for public benefits. There are several types, including third-party trusts funded by family gifts or inheritances and first-party trusts funded with the beneficiary’s own assets or settlements. Pooled trusts are administered by nonprofit organizations and may be an option when other structures are unavailable. Each type has different rules for repayment to government programs, distribution flexibility, and administrative requirements. Selecting the appropriate trust requires examining income, assets, benefits, and long term goals to ensure the trust complements rather than conflicts with benefit eligibility.
The planning process begins with a careful review of the beneficiary’s current benefits and financial picture, followed by drafting trust terms that reflect the family’s priorities for quality of life purchases and services. Trustee selection, successor provisions, and instructions for distributions are set in the trust document. Funding the trust is an essential next step and may include transferring bank accounts, retitling assets, creating a general assignment of assets to trust, or including a pour-over will. In some cases, court petitions such as a Heggstad petition may be necessary to transfer certain assets into a trust after a trustee appointment or probate process.
A special needs trust is a legal arrangement that holds and manages assets for a person who has a disability, directing funds for supplemental needs rather than routine support the government provides. The trust document names a trustee who controls distributions according to standards set by the grantor. It typically specifies permitted uses such as education, therapy, transportation, medical items not covered by benefits, and enrichment activities. Proper drafting avoids direct cash payments that could affect means-tested benefits and can include provisions for successor trustees, spendthrift clauses, and conditions for trust termination or reimbursement to public programs when required by law.
Essential elements include a clear identification of the beneficiary, the trustee and successor trustees, distribution standards, and rules for funding and termination. The process often begins with an inventory of assets and benefits, followed by drafting trust terms tailored to the beneficiary’s needs. Funding can require retitling accounts, creating beneficiary designations that align with trust goals, or using pour-over wills to transfer probate assets. Administrative documents such as a certification of trust and HIPAA authorizations are commonly prepared to allow trustees to manage finances and obtain medical information. Periodic review ensures the trust stays aligned with regulatory changes and the beneficiary’s evolving needs.
This glossary provides plain-language explanations of common terms used in special needs planning so families can make informed decisions. Understanding terms like revocable living trust, pour-over will, Heggstad petition, and certification of trust helps demystify the process and clarifies the documents trustees will use. Familiarity with these terms assists families in working with financial institutions and care providers, and in recognizing when court filings or account retitling are necessary to fund a trust properly. Clear definitions reduce confusion and make it easier to coordinate benefits with private support.
A revocable living trust is an estate planning tool that holds assets on behalf of the grantor during life and provides for management and distribution at incapacity or death. It can be used in tandem with a special needs trust by including language that directs certain assets into a separate special needs trust or by using a pour-over will to move assets into the trust after probate. The revocable nature allows changes during the grantor’s life, and successor trustees can step in to manage the trust if the grantor becomes unable to act. Proper funding and clear trustee instructions are essential for smooth administration.
A Heggstad petition is a court action used to confirm that property transferred to a trust after the grantor became incapacitated is validly part of the trust estate. When assets were moved without clear authority during a period of diminished capacity, the petition asks a court to ratify that transfer to avoid prolonged probate. This petition can be relevant in special needs planning when a family must show that assets intended for the trust truly belong to it for purposes of benefits preservation or administration. The petition requires careful documentation of intent, timing, and the surrounding circumstances.
A last will and testament names an executor to handle probate assets and can include a pour-over provision that transfers remaining assets into a revocable living trust or special needs trust after death. Wills are generally public documents and subject to probate, so combining a will with a trust can limit the portion of an estate that passes through probate. For families planning for a beneficiary with disabilities, a will often includes directions for establishing or funding a special needs trust with inheritances to prevent disqualification from public benefits and to ensure that funds are used according to the family’s wishes.
A certification of trust is a summarized version of a trust document provided to banks, brokerages, and other institutions so the trustee can exercise authority without disclosing the trust’s detailed provisions. This document typically confirms the trust’s existence, the trustee’s powers, and signing authority while protecting the privacy of beneficiaries and distribution instructions. For special needs trust administration, a certification enables trustees to manage accounts and access funds for the beneficiary’s supplemental needs without sharing sensitive trust terms that families prefer to keep private.
Families have several planning choices, each with strengths and limitations. A limited approach may rely on a straightforward pour-over will or simple beneficiary designation when assets are minimal and benefits already stable. A comprehensive approach includes a dedicated special needs trust, thorough funding strategy, trustee training, and regular reviews. Pooled trusts can be an alternative when individualized trusts are not feasible, but they come with different fee structures and administrative rules. Comparing options requires looking at asset size, the beneficiary’s benefits, likely future needs, and the family’s preference for control and flexibility.
A limited planning approach may work when the beneficiary has very few assets or when a short-term result is expected, such as temporary housing assistance or short-duration medical expenses. In such cases, a simple beneficiary designation or pour-over will could address immediate transfer needs without setting up a standalone trust. Families should still confirm how a transfer will affect benefit eligibility and consider whether a modest third-party trust or a pooled trust might better serve long term needs. Even with limited assets, documenting intentions and coordinating with benefits administrators is important to avoid unintended consequences.
When a beneficiary’s benefits are well established and their care needs are stable and predictable, families may opt for simpler planning that focuses on modest supplemental support. This might include gifting to a trusted family member with clear guidance, or using a modest third-party trust funded by smaller inheritances. Even in these situations, it remains important to document intentions and set up mechanisms that prevent mismanagement of funds. Planning should include contingencies for changing health needs so that the beneficiary’s support remains consistent if circumstances evolve.
A comprehensive approach is often needed to protect eligibility for means-tested benefits, which can be sensitive to asset transfers and income. Properly drafted trust provisions, careful funding, and ongoing administration prevent accidental disqualification from programs like Medi-Cal and SSI. Comprehensive planning includes clear distribution rules, spendthrift protections, and directions for successor trustees so the beneficiary continues to receive appropriate care. Advance planning also helps families avoid emergency measures that could compromise benefits or force rushed decisions during stressful times.
When assets include retirement accounts, life insurance, real property, or ongoing settlements, coordinating a comprehensive plan ensures assets are titled and structured to support the beneficiary effectively. Family dynamics, such as multiple siblings or blended families, may require detailed provisions for trustee authority and distribution priorities. A thorough plan also anticipates future needs, provides for successor trustees, and lays out procedures for amendments or trust modification petitions if circumstances change. Such planning reduces the risk of conflict and helps preserve the beneficiary’s financial security.
A comprehensive plan offers coordinated protection for benefits, clear management of funds, and durable instructions for trustees. It allows families to direct resources toward meaningful enhancements to the beneficiary’s life, such as education, therapies, assistive technology, travel, and social activities, while avoiding benefit disqualification. Well-structured arrangements can reduce the likelihood of contested administration, provide continuity when caregivers change, and give family members confidence that the beneficiary’s needs will be met reliably and thoughtfully over time.
Comprehensive planning also includes ongoing review and adjustments as laws and regulations evolve, ensuring the trust remains effective in light of changes to program rules or the beneficiary’s circumstances. Coordination with financial institutions, healthcare providers, and case managers makes administration more efficient and reduces delays when funds are needed. Families benefit from a holistic plan that documents intentions, anticipates contingencies, and preserves the beneficiary’s dignity and quality of life through clear, flexible distribution standards.
One of the most important goals of a special needs trust is to maintain eligibility for government programs that provide crucial supports. A properly drafted trust limits direct cash distributions for routine living expenses that could count as income, while allowing payments for supplemental goods and services. The trust can be tailored to comply with program requirements and include provisions for third-party or first-party funding. Consistent administration and careful recordkeeping help protect benefits and provide documentation should questions arise from program administrators.
A comprehensive trust allows families to specify how funds should be used to enhance the beneficiary’s life beyond what public benefits cover. Trust terms can permit expenditures for education, recreational activities, home modifications, transportation, and therapies that improve daily functioning. Trustees can be given discretion to respond to changing needs while following written distribution standards, which provides both flexibility and accountability. This structure supports a better balance between financial protection and the freedom to address meaningful personal needs.
Starting ahead of time gives families the opportunity to tailor a plan without pressure, coordinate beneficiary designations, and fund trusts in ways that preserve benefits. Early planning also allows for thoughtful trustee selection, creation of supporting documents, and discussions with care teams who understand the beneficiary’s needs. Regular review ensures the plan remains aligned with changes in benefits, law, or family circumstances. Even small updates to account ownership or beneficiary forms can have large effects, so periodic check-ins help keep the plan effective and up to date.
Choosing a trustee involves balancing trustworthiness, availability, financial acumen, and understanding of the beneficiary’s needs. Consider naming both individual and institutional successor options and provide clear written standards for distributions to reduce dispute. Trustee selection should include a conversation about recordkeeping, tax filings, and willingness to serve long term. Backup trustees and procedures for trustee replacement or trust modification ensure continuity if a trustee becomes unable to serve. Training and written guidance help trustees carry out their duties confidently and consistently.
Families often pursue a special needs trust to protect public benefits while enhancing the beneficiary’s quality of life through additional financial support. A trust allows families to accept inheritances or settlements without harming eligibility, pay for therapies, technology, or recreational programs, and ensure funds are used according to clear priorities. Trusts also provide peace of mind by naming trustees and successors who will manage finances responsibly, avoiding the need for public guardianship or ad hoc arrangements that might not reflect the family’s wishes for care and support.
Other reasons to consider a trust include managing the transition when a caregiver ages or passes away, coordinating multiple funding sources, and providing for future housing or vocational supports. Trust planning helps address complicated assets such as life insurance, retirement accounts, and property by establishing a path to fund the trust effectively. Families also value the structure and documentation a trust provides, which can reduce conflicts and ensure the beneficiary’s needs are met with dignity and clarity over the long term.
Typical circumstances include receiving an inheritance, obtaining a personal injury settlement, changes in care or living arrangements, or the need for outside management of finances due to changing capacity. Families also consider a trust when planning for future housing needs, vocational supports, or ongoing therapies not covered by public programs. Special needs trusts are frequently established when parents plan for the long term care of an adult child, or when the beneficiary receives lump sums that could otherwise affect benefit eligibility.
When a beneficiary receives a settlement, award, or inheritance, placing those funds into a special needs trust can prevent disqualification from means-tested programs and ensure the money is used for appropriate supplemental needs. The trust provides a legal mechanism to manage larger sums responsibly and designates trusted people or institutions to make distributions. This approach helps balance access to necessary benefits with the family’s desire to improve the beneficiary’s quality of life through targeted supports and investments in long term well being.
A move to a new residence, a change in caregiving responsibilities, or a transition to supported living can prompt the need for clearer financial management and planning. A special needs trust can provide a funding mechanism for home modifications, transportation, personal supports, and transition services. It also helps ensure that payment responsibilities are transparent and that trustees have authority to coordinate with housing providers and care teams to meet evolving needs, reducing stress during important life transitions.
When a beneficiary cannot manage money independently, families often need a structured method to pay for recurring and one-time needs without harming benefit eligibility. A trust establishes that structure and assigns fiduciary responsibility to manage budgets, pay bills, and make discretionary distributions for quality-of-life expenses. Trustee duties include recordkeeping, obtaining medical or educational documentation when necessary, and ensuring that funds are used in a way that complements public benefits while meeting the beneficiary’s personal needs and goals.
We are here to help Tulare families navigate the complexities of planning for a loved one with disabilities. Our services include drafting special needs trusts, coordinating pour-over wills, preparing advance health care directives and financial powers of attorney, creating certifications of trust, and discussing options such as pooled trusts, irrevocable life insurance trusts, and retirement plan trusts. We also assist with guardianship nominations when necessary. Our aim is to craft a plan that protects benefits and enhances the beneficiary’s quality of life with clear, sustainable documents and practical administration guidance.
The Law Offices of Robert P. Bergman offer focused estate planning services tailored to families in Tulare and throughout California. We help clients create integrated plans that include special needs trusts, revocable living trusts, and supporting documents, while explaining how each element interacts with government benefits. Clients value our clarity, responsiveness, and the practical recommendations we provide for trustee decision making, account retitling, and funding mechanisms. Our goal is to deliver plans that are both legally sound and easy for families to manage over time.
We provide a collaborative planning process that involves listening to family goals, reviewing financial and benefits information, and proposing options that balance protection with flexibility. We prepare documents such as HIPAA authorizations and general assignments of assets to trust to facilitate administration, and we offer ongoing support for trustee duties and trust reviews. Clear fee arrangements and regular communication help families feel confident about next steps and the long term administration of the trust.
Our practice covers a full range of estate planning documents that often accompany a special needs trust, including revocable living trusts, last wills and testaments, financial powers of attorney, advance health care directives, general assignments of assets to trust, certification of trust documents, irrevocable life insurance trusts, retirement plan trusts, pour-over wills, HIPAA authorizations, guardianship nominations, trust modification petitions, and Heggstad petitions when transfers require court confirmation. We help families tailor a combination of these documents to achieve practical and durable results.
Our process begins with a confidential consultation to gather background on the beneficiary, current benefits, assets, and the family’s goals. From there we review relevant documents and identify the best trust type and funding strategy. Drafting focuses on clear distribution standards and trustee powers, followed by assistance with funding and coordinating with financial institutions. After the trust is in place, we provide guidance for administration, recordkeeping, and periodic review so the plan remains effective as laws and circumstances change.
In the initial assessment we collect information about the beneficiary’s benefits, medical needs, income, assets, and existing estate planning documents. This step also includes reviewing titles, beneficiary designations, insurance policies, and any settlement documents that might affect funding. The objective is to understand how assets should be handled to avoid benefit jeopardy and to identify items that require retitling or a pour-over will. A thorough inventory lays the groundwork for a trust tailored to the beneficiary’s current and anticipated needs.
Collecting accurate information about the beneficiary’s finances and benefits is essential. This includes bank statements, property deeds, retirement account details, insurance policies, and documentation of SSI or Medi-Cal eligibility. Medical and support needs inform distribution standards and priorities for spending. We also obtain HIPAA authorizations so trustees can access medical records as needed. Accurate records help prevent mistakes during funding and ensure that the trust is structured to work smoothly with existing benefit programs.
We spend time with families to understand their priorities for the beneficiary’s quality of life and their preferences for trustee selection and oversight. Conversations cover who will act as trustee, successor options, frequency of interim accounting, and examples of permitted expenses. These discussions shape the drafting of clear distribution standards and contingency plans. Establishing these decisions up front reduces the likelihood of family disputes and ensures distributions reflect the beneficiary’s needs and the grantor’s values.
Drafting focuses on precise language for trustee powers, distribution standards, spendthrift protections, and trustee succession. The funding strategy identifies which assets should be retitled, which beneficiary designations to change, and whether a pour-over will or general assignment is needed to capture probate assets. We prepare supporting documents such as certification of trust, HIPAA authorizations, and powers of attorney to facilitate administration. Our aim is to create a practical package that trustees and financial institutions can rely on for efficient management.
Trust terms are written to balance discretion with specific standards so trustees know how to act in varying situations. Distribution guidelines may list categories of permissible expenses, such as education, therapy, medical goods not covered by benefits, or recreational supports, and describe documentation requirements. The trust can include spendthrift provisions, successor trustee instructions, and provisions for final accounting or reimbursement to government programs as applicable. Clear drafting reduces ambiguity and supports consistent administration over time.
Funding often requires retitling bank and investment accounts, adjusting beneficiary designations on life insurance or retirement accounts when appropriate, and preparing deeds or assignments for real property transfers. When immediate retitling is not possible, a pour-over will can transfer assets into the trust at death. We provide a checklist and work with institutions to complete transfers and prepare a general assignment of assets to trust when needed. Proper funding is essential to ensure the trust serves its intended protective function.
After the trust is funded, administration involves recordkeeping, distributions according to the trust terms, tax filings where necessary, and communication with care providers. Periodic reviews are recommended to account for changes in benefits law, the beneficiary’s needs, and family circumstances. If changes are needed, a trust modification petition can update terms or trustees. When asset transfers after incapacity need confirmation, a Heggstad petition may be pursued. Ongoing attention helps the trust remain effective and responsive.
Trustees handle routine administration, which includes paying bills, making approved distributions, maintaining accurate records, and keeping receipts or documentation for expenditures. Detailed recordkeeping helps demonstrate that distributions meet the trust’s purpose and do not improperly affect benefit eligibility. Trustees should be prepared to provide information to benefits administrators and to document decisions. Clear processes and organized records reduce stress for families and help ensure continuity of support for the beneficiary over time.
Regular reviews are needed to adapt to changes in the beneficiary’s condition, available benefits, or tax and trust law. When circumstances change, a trust modification petition can alter administrative provisions or trusteeship. If assets were transferred under challenging conditions, a Heggstad petition may be required to confirm trust ownership. Keeping documents current and addressing administrative questions proactively helps families avoid crises and maintain consistent support for the beneficiary throughout life transitions.
A special needs trust is a legal arrangement that holds assets for a person with disabilities while allowing them to remain eligible for means-tested public benefits. By directing funds for supplemental needs such as therapies, education, transportation, and personal items, the trust avoids counting those resources as available income for programs like SSI and Medi-Cal. The trust names a trustee to manage disbursements according to written standards, which helps ensure funds are used to enhance quality of life rather than support basic needs covered by benefits. Establishing a trust requires careful drafting and coordination with benefit rules. Third-party trusts are funded by family gifts or inheritances, while first-party trusts are funded with the beneficiary’s own assets or settlements and include different repayment rules. A pooled trust may also be an option for smaller sums. Choosing the right structure depends on assets, benefits, and long term goals.
There are several common types of special needs trusts. Third-party trusts are created by family members and funded with gifts or inheritances, generally without payback provisions to government programs. First-party trusts are funded with the beneficiary’s own assets and often include repayment to certain programs upon termination. Pooled trusts are maintained by nonprofit organizations and can be suitable when individualized trusts are not feasible. Each option has distinct administrative rules, fee structures, and implications for benefit eligibility. Selecting the right trust involves reviewing the beneficiary’s benefits, asset sources, and family priorities. Factors such as anticipated future needs, the size of funds to be held, and whether repayment to public programs is acceptable will guide the choice. A careful assessment helps families pick a structure that balances protection, flexibility, and administrative practicality.
Funding a special needs trust can involve retitling bank and investment accounts into the trust, naming the trust as beneficiary of life insurance policies or retirement accounts when appropriate, and using deeds to transfer real property. When immediate transfers cannot be completed, a pour-over will can direct probate assets into the trust after death. Supporting documents such as a certification of trust, general assignment forms, and HIPAA authorizations help trustees manage assets and obtain necessary records. The specific documents needed depend on the funding strategy and the types of assets involved. For settlements, funds may be placed directly into an appropriately drafted trust. Thorough planning and coordination with financial institutions ensure that funding is completed correctly so the trust serves its intended protective purpose without jeopardizing benefits.
Trustee selection is a critical decision that balances reliability, availability, financial management skills, and knowledge of the beneficiary’s needs. Families may select a trusted family member, a professional fiduciary, or an institutional trustee, and they should name successor trustees in case the primary trustee cannot serve. Trustee responsibilities commonly include managing investments, keeping records, making authorized distributions, filing required tax returns, and communicating with care providers and benefits administrators when necessary. Clear written guidance in the trust document helps trustees understand distribution standards and documentation requirements. Training and preparation for trustees reduce the likelihood of mistakes, and naming co-trustees or successor options can provide continuity. Trustees should be comfortable maintaining detailed records and acting in the beneficiary’s best interest consistent with the trust terms.
Yes, special needs trusts can be modified when circumstances or laws change, though the process depends on whether the trust is revocable or irrevocable. Revocable trusts can be amended directly by the grantor during their lifetime. Irrevocable trusts typically require specific amendments provided in the document, consent from interested parties, or court approval through a trust modification petition in certain situations. Modifications may address trustee succession, distribution standards, or other administrative provisions to reflect new needs. Regular reviews are recommended so families can identify needed adjustments proactively. When changes involve asset transfers after incapacity or complex legal questions, a court filing such as a modification petition or a Heggstad petition may be necessary to confirm authority or ownership. Working with counsel helps ensure modifications are carried out correctly and preserve benefits where applicable.
A Heggstad petition is a court procedure used when assets were transferred to a trust after the grantor had diminished capacity or when there is uncertainty about whether a transfer was valid. The petition asks the court to declare that certain transfers are effective and that property belongs to the trust despite timing or capacity concerns. This can be important for establishing trust ownership of assets so they are treated consistently for administration or benefits purposes. Where transfers occurred under ambiguous circumstances or without clear authority, pursuing a Heggstad petition can avoid lengthy estate disputes and help trustees obtain control of assets needed for the beneficiary’s support. The process requires careful documentation and legal representation to present evidence of intent and surrounding facts.
A properly drafted and administered special needs trust is designed to preserve eligibility for programs such as SSI and Medi-Cal by ensuring that distributions do not count as income or available assets for routine benefits. The trust must include language and administrative practices that restrict direct cash payments for basic needs covered by the benefits program. Instead, funds are used for supplemental items and services that improve quality of life, with careful recordkeeping to demonstrate compliance with program rules. Different trust types and funding sources carry distinct rules, so coordination with benefits regulations is essential. First-party trusts often include payback provisions, and pooled trusts follow their own administrative guidelines. Regular review and prudent distributions help maintain eligibility while using trust funds to support additional needs.
A pour-over will works together with a revocable living trust to ensure that assets not transferred into the trust during life are moved into the trust at death. For special needs planning, a pour-over will can direct probate assets to a special needs trust or a revocable trust that in turn funds a special needs trust. This provides a safety net so that unforeseen assets are still captured by the planning structure and used in accordance with the family’s intentions. A revocable living trust helps avoid probate for titled assets and can simplify administration by naming successor trustees who step in immediately. Using these devices together provides a comprehensive approach to capturing assets and ensuring continuity of support for the beneficiary while maintaining privacy and efficiency when possible.
Pooled trusts are run by nonprofit organizations and pool funds from multiple beneficiaries for investment and administrative purposes while keeping individual subaccounts for distributions. They can be a practical option when individualized trusts are impractical or when the cost of a standalone trust would be burdensome. Pooled trusts often charge administrative fees and have specific rules for distributions and account termination, which differ from individually managed trusts funded and controlled by family members. Individual trusts provide greater control over distribution standards and trustee selection and may be preferable when families want more direct oversight or have larger sums to manage. Choosing between a pooled trust and an individual trust depends on factors such as the amount of funds, desired control, available trustees, and the beneficiary’s long term support needs.
For an initial planning meeting, bring documentation that outlines the beneficiary’s benefits and finances. Helpful items include recent bank and investment statements, property deeds, insurance policies, retirement account summaries, any recent settlement documents, Social Security or Medi-Cal benefit letters, and medical records that clarify care needs. Bring existing estate planning documents such as wills, trusts, powers of attorney, and advance health care directives if available. Also prepare a list of questions and a description of the beneficiary’s daily routine, support providers, and long term care goals. Knowing who you might name as trustee or successor, and whether you foresee future asset transfers, allows us to propose a funding strategy and recommend documents like a general assignment of assets to trust, certification of trust, or pour-over will.
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