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Living Trust Discussions and Articles



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Living Trust Discussions - Page 1
 
Kidnapping and hostage taking as pertains to living trusts
If someone travels to dangerous places and becomes missing, what happens with their living trust? Or just becomes missing? Some crazy stuff is going on in the world, which is why I ask. Does this possibility have to be addressed in the living tru

Revocable Living Trust Questions
To all, Without a lawyer, can a Revocable Living Trust (Do it by yourself) be valid or legitimate? I'm planning to copy some samples from the public library and complete them with notary pulic signature, but not sure if this is sufficient for legal

Estate Planning Document Preparation
2 years ago , while I was a resident of the state of Ohio, I went thru the process of preparing a complete set of documents for Estate Planning, including: Revocable Living Trust Will Durable Power of Attorney Healthcare Directive Now I am a re

revocable living trust in Florida
I recently move to FL from Ohio. I subsequently amended my Revocable Living Trust to state that I am now a FL resident. I recently read that in FL such a Trust is supposed to be recorded with the county Courthouse, but it says there is no penalty for

Revocable Living Trusts - cost?
What can one expect for a Revocable Living Trust to cost, for a single person? $395, $1500, $1750 plus recording fees, or something else? From your experience, what is the proper range of this cost? === "Until last October, Christ had

Researching a real estate lawyer?
I'm trying to research a specific real estate lawyer. I want to make sure the lawyer I am considering has no complaints against him or is a real lawyer. Are there any resources to do the search online? Frans Wiete Ter Haar recently gave a free re

Who Needs A Revocable Living Trust???
Hi, As many of you are aware, personal financial advisor Suze Orman is a major supporter or the Revocable Living Trust instead of having a Will, has one herself and has put our a CD Will and Trust kit that encourages most people to use a Revocable

naming trust as beneficiary
My wife and I are co-trustees of our living trust. The trust was just created. I have several life insurance policies and several retirement plans. Would you recommend changing the beneficiaries such that: a) my spouse is the primary and the tru

Quit Claim Deed in Living Trust- Texas
My father-in-law's estate was placed into a Living Trust several years ago. My wife is the sole heir, as well as successor trustee and executor. In the trust, there are Quit Claim deeds conveying two pieces of property (one containing his home) to th

Defective Trusts-Texas
Can you use a Defective Trust to "Lock-In" the passing of Business Interests? Father is divorcing and will Re-Marry. His has promised the passing of his business interest to his children. But there is always doubt. I have heard a Trust can be d

Does a bank / investment account with named beneficiaries still go through probate
Hi I am trying to determine the usefulness of living trust for my needs. My main objective is to avoid probate. For banks / investment accounts - I have already named my parents as beneficiaries. Will the accounts still go through probate? One bank(i

A couple questions about living trusts
I have a couple questions about living trusts: 1) Do multiple living trusts have to be named differently? I am using WillMaker and the software lets me create multiple trust documents but each one has the same name for the trust. 2) One of my li

Question about living trust.
For me and my wife this is a second marriage. We have children from previous marriages. No common kids. We bought a home recently. We, both, want to be sure that, in case of death of one of us, or both, home would be sold and money be divided equally

CPA or lawyer to tweak existing will, Living Trust
The document of my Living Trust, including my Will, is over 12 years old now and I need to review them and make some changes. A friend suggested that a CPA would be a person better suited to do this than a lawyer. Is that correct? The LT/Will were ma

Revocable Living Trust
Last year, I prepared a Revocable Living Trust in Ohio while a resident there. This year I have purchased a home in Florida, established residency there, and now I am in the process of selling my home in Ohio. Friends have told me that I should amen

Living Will, how soon after a death can a copy be acquired?
hello my father passed away last june 19th, 2004. he has a living trust that mysister is the successor trustee of. i am a benificiary in the trust. i have not heard from my sister since the week after my fathers passing. i was a caretaker for him

Living Will, how soon after a death can a copy be acquired?
hello my father passed away last june 19th, 2004. he has a living trust that mysister is the successor trustee of. i am a benificiary in the trust. i have not heard from my sister since the week after my fathers passing. i was a caretaker for him

How much "sound mind" is needed for trust
When my parents set up their inter-vivos trust, they named 3 co-trustees(*): myself, my wife, and my sister. This was done as much for family harmony as for any other reason, as my sister does not have the financial acumen to be a good trustee. But

Legal Site Reviews and Comments Needed
If you have used an online legal service provider, LegalSpring.com needs your help! Companies such as Legalzoom, Corporate.com, MyCorporation.com, CompleteCase, US Legal Forms, and many more now offer a great variety of legal service packages or forms

Changing State Residence
I am changing my residence from Ohio to Florida. Plan to maintain 2 homes > but live in Florida 7 months a year. I have a Revocable Living Trust which > was prepared last year in Ohio, and was told that I should amend the Trust > and mention

Changing State Residence
I am changing my residence from Ohio to Florida. Plan to maintain 2 homes but live in Florida 7 months a year. I have a Revocable Living Trust which was prepared last year in Ohio, and was told that I should amend the Trust and mention that I am now

living trust and minor children
I have read a lot of the books on estate planning, and most of them seem to gloss over the specifics of what happens regarding property left to minors when it is time for a trustee to transfer this property to them as beneficiaries. This has to do w

Living Trusts and Life Insurance
Can a revocable living trust be set up for a minor child such that the trust is the contingent beneficiary of a life insurance policy? I understand that property needs to be assigned to the trust in order for the trust to be of any use. This would

Can grandchild take heirlooms from estate without survivors permission (long)
My mother was in a care facility in Oregon and she passed away. I am only surviving sibling and was not promptly notified of the death. I live in Alaska. There was a living trust administered by a bank and a Will to make the transfers to the trust

Titled property in a living trust
This is a multi-part message in MIME format. ------=_NextPart_000_0008_01C407C4.453F5760 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I am creating a living trust using WillMaker Plus, and I have

Living Trust Question
I've read about making one's own living trust. It sounded quite straightforward and I saw no problem doing it, so have completed mine. It has been "notarized" but I can't find any requirement to "register (or whatever the word is)" it with a public en

Question about divorce and inheritance in California
Hi all, My wife and I do intend to talk with an atty. about this, but I thought I'd do a bit of research 1st. I've been divorced from my minor children's mother for over 10 years now. My wife and I purchased a house a couple of years ago. curren

Question about divorce and inheritance in California
Hi all, My wife and I do intend to talk with an atty. about this, but I thought I'd do a bit of research 1st. I've been divorced from my minor children's mother for over 10 years now. My wife and I purchased a house a couple of years ago. curren

amending a living trust
I've been reading the Nolo books on estate planning, and the examples given state that when a piece of property is transferred into a living trust, the title is changed to read something like "John Doe Revocable Living Trust". The books go on to expl

amending a living trust
I've been reading the Nolo books on estate planning, and the examples given state that when a piece of property is transferred into a living trust, the title is changed to read something like "John Doe Revocable Living Trust". The books go on to expl

community property and living trust - basic question
My wife and I currently own "community property" in California, i.e. the titles are held in both of our names "as community property". If I move this property into a living trust, then the title will now be in the name of the trust. This means that w

Amending living trust question
I've been reading the Nolo books on estate planning, and the examples given state that when a piece of property is transferred into a living trust, the title is changed to read something like "John Doe Revocable Living Trust". The books go on to expl

community property and living trust -- basic question
My wife and I currently own "community property" in California, i.e. the titles are held in both of our names "as community property". If I move this property into a living trust, then the title will now be in the name of the trust. This means that w

Quitclaim Deed Form Questions
I recently prepared a revocable living trust, and now I am transferring my assets into it. I am the trustee of the revocable living trust. Regarding the transfer of my condo to the trust, I need to complete the Quitclaim Deed form for the state wher

Maryland - Estate Question
Estate question in Maryland My mother-in-law recently passed-away. My wife (who is deceased) is named in the will as personal representative and listed in the living trust as trustee. My mother-in-law told me that since I am the husband of the des

Calif. Living Trust/Trust Administration Estimate
Hi, I'm about to begin initiating a living trust for my estate. I'd guess total assets would be in the 700 to 900K range. My plans are to use Quicken Willmaker then take the results to a competent estate planning attorney (it'll cause me to prep

Grant Deed Misorder & Title Problems
Basically the correct order was not followed on my property in regards to recording, the title at this point show's myself and a Department of Veterans Affairs home loan as the owners of the property. The Veterans Affair home loan is satisfied, and I

Misordered Chain & Recording on Grant Deed
Basically, the correct order was not followed on my property in regards to recording, the title at this point show's myself and a California Veterans Administration home loan as the title owner of the property. The CalVet loan is satisfied, and I have

Question re shifting assets to children
If an elderly person in North Carolina has amassed a decent amount of money and stored it in a revocable living trust, but is facing severe medical debilitation and might be put on life support against his wishes, is there a way for him to shift his tr

WTD: Asset Transfer forms
Can anyone recommend a website where I can download an Asset Transfer form to link to an Irrevocable Living Trust? I'm in California, US. Thanks. Betty Spanish to English translation Advertising and Marketing URL: http://www.proz.com/home/4818

Will / Estate Handled Badly
Greetings! This is my first post to this group. My grandmother passed away almost 3 years ago. My aunt and father are co-executors. Myself and my 2 sons were to receive a portion of her estate. I can not get the executors to provide a cop

What good is a trust if the assets aren't listed?
Hi all, This lawyer set up a living trust for my father, naming both myself and my sister as co-trustees, and 50% beneficiaries. Although the will and the trust clearly indicate that my father intended for his estate to administer the proceeds of h

 


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