Estate Planning Smart: Test Your Knowledge!

Estate Planning Smart: Test Your Knowledge!

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What is the role of the "grantor" or "settlor" in creating a trust?

80%
Correct Incorrect The grantor is the person who establishes and transfers assets into the trust.

What is the role of the "grantor" or "settlor" in creating a trust?

  • To Distribute Funds
  • To Receive Funds
  • To Manage Assets
  • To Create The Trust
80%