As an estate planning attorney I am often confronted with situations where the person who has created a trust has not done all of their homework. In short, I’m talking about situations where the trustor has not undertaken the action necessary to transfer registered title of one or more assets into the name of the trust. As an example, pretend Bill Doe creates a living trust, and notwithstanding instructions given him to do so, he does not change the title ownership of his brokerage account … [Read more...] about Changing Title of Assets into the Trust Name
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