Common
Questions
(1)
Completing a Living Trust & Pricing
Pricing | Overview of the Process | What's Needed
| Appointment Forms & Packages | Making an Appointment |
Trust by Mail Option
(2) Titling Assets in Your Trust
The Vital
Importance of Titling & Maintaining Assets In the Name of Your
Trust | Funding Your Trust | Filling Out Certification Forms
(3) Changes In Marital Status
Critically
Important Steps That Must Be Taken If You Have Married or Remarried
Since Completing Your Trust Or Have Filed For or Have Become Divorced
Since Completing Your Trust
(4) Amendments, Reviews, & Changes
Amendment
Policy | Pricing, Procedure & Requirements | What Necessitates
An Amendment & What Doesn’t | Full Review vs. An Amendment
(5) Why & When To Review & Update A Trust
Uncover
Costly Oversights & Outdated Bequests | Changing tax laws & legal
language | A More Simplified Approach For The Surviving Spouse |
New Medical Directive Laws & Forms
(6) Why You May No Longer Need or Want An AB or ABC Trust
The Disclaimer
Approach – A More Flexible &
Simplified Alternative to the AB Trust? | An AB Trust Complicates & Burdens
The Surviving Spouse | An AB Trust Has Income Tax Disadvantages
(7) Important Issues When Someone Dies or is Dying
What Needs
to Be Done | Time Deadlines | The Need for Legal & Accounting
Advice | Be Careful Who You Listen To | If you are the successor
trustee | If you are a Beneficiary or interested party
(8) Real Estate Issues
Purchasing
or Adding New Property To Your Trust | Refinancing -- Procedures,
Dangers, & Cautions | Selling Property | Gifting Real Estate
| Adding Others To Title As Joint Tenants | Hazards of Co-Ownership
(9) Medical Directives
Advanced
Health Care Directive | Power of Attorney For Health Care | Living
Will
(10) Granting / Obtaining Signature Power
Financial
Durable Power of Attorney | Appointment of Co-Trustee | Incapacity
(11) Trust Copies & Originals
Tips For
Locating Trust Documents | Lost or Missing Trusts | Obtaining a Copy – Procedures,
Policies, & Requirements
(12) Incapacity Issues
Managing
Assets On Someone’s Behalf | Legal Incapacity vs. Diminished
Abilities | Establishing Legal Incapacity
(13) Confidentiality Issues & Policies
Understanding
The Legal Requirements & Duty Of Confidentiality We Must Strictly
Adhere To As A Law Office |
