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Richard J. Lee
Law Group, P.C.

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Tag: Trust Funding

Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.

Posted onJanuary 1, 2021June 23, 2021inCategoriesLiving Trust, Pour-Over Will, Trust Funding

Trust Funding After having created a Trust, the next thing that needs to be done is to fund the Trust. … Continue ReadingCreating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.

Are Your Loved Ones Prepared for Your Death?

Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will

When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?

The Importance of Properly Titling Trust Assets

Posted onJuly 1, 2020June 23, 2021inCategoriesLiving Trust, Trust Assets, Trust Funding

Creating a new living trust is an important tool in providing for minor children or beneficiaries with special needs, and … Continue ReadingThe Importance of Properly Titling Trust Assets

Are Trusts Designed to Make Money for Lawyers?

Posted onMay 1, 2019June 24, 2021inCategoriesEstate Plan Documents, Estate Planning, Living Trust, Trust Assets, Trust Funding

A recent post on a neighborhood bulletin board answered a question about getting information about wills by saying: “Trusts are … Continue ReadingAre Trusts Designed to Make Money for Lawyers?

Recent Blogs

  • Using a Trust to Protect Your Beneficiaries
  • Potential Pitfalls of Life Insurance and Retirement Accounts
  • The Law Has Changed. Have Your Estate Plan Documents Kept Up?
  • Listing Assets in Trust
  • Dementia Directive: An add-on to an Advanced Health Care Directive

Categories

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  • Trust Assets
  • Trust Funding
  • Trustees
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  • Updating Your Estate Plan
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Richard J. Lee
Law Group, P.C.

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11 Embarcadero West
Suite 140
Oakland, CA 94607-4543

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