详细书目
| 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: | 书 |
| 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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