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Funding a Revocable Trust

Explains the process of transferring assets or helping a client to transfer assets into a revocable trust.

This useful guide 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
       
Print ES11616
$ 210.00
  • Overview
  • Specifications

This useful guide 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
       
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication