Funding a Revocable Trust
Funding a Revocable Trust
Published November 2023
Explains the process of transferring assets or helping a client to transfer assets into a revocable trust.
Coverage includes:
- Planning to Fund the Trust
- Obtaining Information and Documents About Assets
- Determining Which Assets to Transfer to the Trust
- Before Funding the Trust
- Funding the Trust
- Transferring Real Property Interest to the Trust
- If Omitted Asset Is Discovered After Initial Funding of the Trust
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$275.00
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Table of Contents
Table of Contents
- I. Planning to Fund the Trust
- II. Obtaining Information and Documents About Assets
- III. Determining Which Assets to Transfer to the Trust
- IV. Before Funding the Trust
- V. Funding the Trust
- VI. Transferring Real Property Interest to the Trust
- VII. If Omitted Asset Is Discovered After Initial Funding of the Trust
Table of Contents
Authors
Authors
Filing Instructions
Filing Instructions
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