Introduction to Funding a Living Trust

• The Role of Funding

Establishing a Funding Plan

• The Trust Instrument
• The Durable Power of Attorney
• General Considerations in Funding a Trust

Titling Property in a Living Trust

• How to Title Property
• Naming the Trust
• Creating a Property Schedule
• Giving Copies of the Trust Instrument to Others
• Employer Identification Numbers (EINs)  

Transferring Real Property to a Living Trust

• Real Property Located in the State of Domicile
• Warranty Deed vs. Quitclaim Deed
• Title Insurance
• Due-On-Sale Clauses
• Refinances
• Real Property located in other States
• Other situations involving Real Property
• Homesteads
• Property tax exemptions

Transferring Tangible Personal Property to a Living Trust

• Automobiles and other vehicles
• Boats
• Airplanes
• Other Tangible Personal Property

Transferring Intangible Property to a Living Trust

• Bank Accounts
• U.S. Savings Bonds
• U.S. Treasury Bills
• Investment Accounts
• Publicly-Traded Stocks and Bonds
• Notes, Mortgages and other IOUs
• Promissory Notes
• Mortgages