Please use the following Table of Contents to find the appropriate topics in this section.
Introduction to Funding a Living Trust
- The Role of Funding
- 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
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