Funding a Revocable Trust: Here's how and when to Do it
Continuing Education of the Bar--California, 2009 - Revocable trusts - 129 pages
"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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OBTAIN INFORMATION AND DOCUMENTS CONCERNING PROMISSORY NOTES
DECIDE WHETHER TO TRANSFER BANK SAVINGS AND LOAN CREDIT UNION AND OTHER
EFFECTS OF NAMING TRUST AS BENEFICIARY OF LIFE INSURANCE POLICY IRA
4 other sections not shown
Action Guide Appendix assignment attached attorney-in-fact authority Bar of California bonds broker bypass trust CA4th Cal CEB California Secretary chap Code community property complete copy Copyright Office corporation CR2d death deposit account determine Document Cover Sheet domestic partnership durable power Enter the name estate plan executed filed Form LP-2 funding Further Research grantor identified insurance policies Item Jane Doe joint tenancy limited partnership LJLJLJ loan ltem name(s OBTAIN owner ownership partner patent and trademark payment power of attorney PREPARE Prob probate real property registered reissued request Revocable Trusts Sample Form separate property service of process settlor Signature signed Smith Social Security Number sole proprietorship spouse Step 16 Step 24 Step 33 Step 42 Step 50 stock power tangible personal property transfer agent transfer assets transfer the asset transfer title trust assets Trust dated trust instrument