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Funding a Revocable Trust

Funding a Revocable Trust

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
     

 

Regular price $249.00
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32FRTX2300

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

Authors

    Original Author

  • Yulissa Zulaica

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