CALDA Academy - Living Trusts: Nolo Style

Living Trust: Nolo Style is a walk-thru of trust preparation based as outlined by Nolo. 4.0 hours of MCLE Speakers: Jenny Barei, LDA and CALDA Board Member Sacramento Legal Documents Nancy Newlin, LDA and CALDA Past President Colusa Legal Support Services COURSE INCLUDES THE FOLLOWING: Overview of Living Trusts: Living Trusts Explained Probate and Why it Should be Avoided What Property to Put in the Living Trust: Listing the Property to be put into the Trust Property that Should Not be put into the Trust Trustees: Initial and Successor Trustee Changing Trustees Beneficiaries: Kinds of Trust Beneficiaries Naming Alternate Beneficiaries Shared Gifts Disinheritance Putting Conditions on Beneficiaries Preparing Living Trust Documents: What Documents should be Prepared? Step-by-Step Instructions Storing/Recording Trust Documents Transferring Property to Trust (Funding): Paperwork Real Property Transfers Personal Property Transfers Maintaining Trust/Amendments: Adding/Removing Property from the Trust When Should an Amendment be Done? Revoking the Trust After a Grantor Dies: Trustee’s Duties Transferring Property to Beneficiaries