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Funding a revocable trust : here's how and when to do it
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Funding a revocable trust : here's how and when to do it

著者: Linda C Roodhouse; Vicki Thorburn; Continuing Education of the Bar--California.
出版商: Oakland, Calif. : Continuing Education of the Bar, California, ©2009.
丛书: CEB action guide.
版本/格式:   图书 : 英语查看所有的版本和格式
提要:
"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  再读一些...
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类型/形式: Outlines, syllabi, etc
附加的形体格式: Online version:
Roodhouse, Linda C.
Funding a revocable trust.
Oakland, Calif. : Continuing Education of the Bar, California, c2009
(OCoLC)742913724
文件类型:
所有的著者/提供者: Linda C Roodhouse; Vicki Thorburn; Continuing Education of the Bar--California.
ISBN: 9780762615490 0762615494
OCLC号码: 463078947
注意: "October 2009."
"ES-11619"--T.p. verso.
"This Action Guide supersedes Funding a Revocable Trust (Cal CEB Action Guide October 2007)."--P. xvii.
描述: xvii, 129 p. : ill., forms ; 28 cm.
内容: 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.
丛书名: CEB action guide.
责任: Linda C. Roodhouse, Vicki Thorburn.

摘要:

"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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