Funding a Revocable Trust: Here's how and when to Do it

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Continuing Education of the Bar--California, 2009 - Revocable trusts - 129 pages
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"This Action Guide helps the attorney who is transferring assets or who is helping a client to transfer assets into a revocable trust. Because it assumes that the client has already chosen to use a revocable trust in his or her estate plan, it does not include an extensive explanation of revocable trusts or why a client would choose a revocable trust over another type on estate planning mechanism. Except for some special issues that should be addressed when drafting the trust (see steps 27-28), this Action Guide does not generally include information about drafting the trust."--scope of guide p. iii.

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Contents

OBTAIN INFORMATION AND DOCUMENTS CONCERNING PROMISSORY NOTES
13
DECIDE WHETHER TO TRANSFER BANK SAVINGS AND LOAN CREDIT UNION AND OTHER
26
EFFECTS OF NAMING TRUST AS BENEFICIARY OF LIFE INSURANCE POLICY IRA
33
Copyright

4 other sections not shown

Common terms and phrases

Bibliographic information