Category Archives: Living Trusts

Our Blog

Should Your Child Be Your Executor?

Most of our new clients come to their Initial Meeting with the idea that they should name one of their children as the Executor of the Estate (the “financial fiduciary”). Worse yet, some new clients ask us to set up … Continue reading

Posted in Living Trusts | Comments Off

Prepare Your Legacy Statement

All of our clients, and people who’ve attended my public lectures, know that I am a great believer in ‘Legacy Planning.’ As a lawyer, I know that good Legacy Planning avoids serious (and often predictable) legal disputes, and the ugly … Continue reading

Posted in Living Trusts | Leave a comment

I Have a Living Trust – Now What? Part 4: Review & Renew

4. Review and Renew Remind yourself to review your Living Trust and related documents on a regular basis, and certainly review these documents at any time there is a significant change in your financial or family situation. A change in … Continue reading

Posted in Living Trusts | Leave a comment

I Have a Living Trust – Now What? Part 3: Tasks

3. Complete the Organization Tasks that will make the administration of your estate easier! Create an Asset Inventory List, so that your successor trustee knows what accounts, assets, and policies are owned by the Trust. Create a Personal Property Memorandum, … Continue reading

Posted in Living Trusts, Successor Trustee | Leave a comment

I Have a Living Trust – Now What? Part 1: Fund the Trust

So now that you have created a Living Trust, you most likely have in your possession these six essential financial documents: (1) the Living Trust Agreement, (2) the Pour-Over-Will, (3) the Durable Power of Attorney, (4) the Grant Deed, (5) … Continue reading

Posted in Insurance, Living Trusts, Retirement | Leave a comment

Funding Your Trust: Grant Deeds

One of your biggest assets is most likely your home and other real estate properties. In order that these properties be “funded” into your Living Trust, you must create, sign and notarize, and record a new Grant Deed. In our … Continue reading

Posted in Living Trusts, Real Estate | Leave a comment

East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt: Thursday, June 16, 2011 Montclair Bistro Piedmont, California 6:30 p.m. – 8:00 p.m. This seminar will cover all of your questions regarding Living … Continue reading

Posted in Events, Living Trusts, Seminars | Leave a comment

Why I Love the Revocable Living Trust

The revocable living trust, or the “living trust”, is one of the most popular estate planning tools. I recommend it to approximately 95% of my clients. I recommend it so much that I sometimes forget to remind myself why I … Continue reading

Posted in Living Trusts | Leave a comment

How to Ruin Your Estate Plan

Too many people take shortcuts with their estate plan. Eventually they (or usually, their families) will discover that their legal “safety net” has fallen apart, just when it is needed the most. Here are the sure-fire ways that anyone can … Continue reading

Posted in Living Trusts | Leave a comment

What an Estate Planning Paralegal Can Do For You

Behind every well-organized estate, there stands an experienced estate planning paralegal. Here are the four areas of responsibility that you should have an estate planning paralegal help you with: 1. Initial and continuous “funding” of your Trusts The number one … Continue reading

Posted in Living Trusts, Probate | Leave a comment