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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

Author: Linda C Roodhouse; Vicki Thorburn; Continuing Education of the Bar--California.
Publisher: Oakland, Calif. : Continuing Education of the Bar, California, ©2009.
Series: CEB action guide.
Edition/Format:   Book : EnglishView all editions and formats
Summary:
"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  Read more...
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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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