Monthly Archives: February 2011

Funding/Accessing Trust Assets

Posted on February 14, 2011 by Rich O'Brien

We have a client who is listed as his parent’s first choice to be the Successor Trustee of their Living Trust. He asked me a couple of questions on funding the Trust and on accessing the assets in the Trust … Continue reading →

Posted in Announcements | Tagged accessing trust assets, Acknowledgement of Trust, Certificate of Trust, Funding a Trust, living trust, Quit Claim, Reverse Mortgage, Settlor, Successor Trustee, trust assets, Trustee | 1 Comment

Monthly Archives: February 2011

Funding/Accessing Trust Assets

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