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| Genre/Form: | Outlines, syllabi, etc |
|---|---|
| Additional Physical Format: | Online version: Roodhouse, Linda C. Funding a revocable trust. Oakland, Calif. : Continuing Education of the Bar, California, c2009 (OCoLC)742913724 |
| Document Type: | Book |
| All Authors / Contributors: |
Linda C Roodhouse; Vicki Thorburn; Continuing Education of the Bar--California. |
| ISBN: | 9780762615490 0762615494 |
| OCLC Number: | 463078947 |
| Notes: | "October 2009." "ES-11619"--T.p. verso. "This Action Guide supersedes Funding a Revocable Trust (Cal CEB Action Guide October 2007)."--P. xvii. |
| Description: | xvii, 129 p. : ill., forms ; 28 cm. |
| Contents: | When planning to fund the trust -- When obtaining information and documents about assets -- When determining which assets to transfer to the trust -- Before funding the trust -- When funding the trust -- When transferring real property interest to the trust -- If omitted asset is discovered after initial funding of the trust -- Appendixes. |
| Series Title: | CEB action guide. |
| Responsibility: | Linda C. Roodhouse, Vicki Thorburn. |
Abstract:
"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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