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Blog Posts in October, 2013

Do I have to give a copy of my Trust to the bank?

Your Trust is a private document. It usually contains confidential information about you, your family, and even the people you're disinheriting. You probably don't want the bank knowing who will ...
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What does it mean to "fund" a Trust?

When attorneys talk about "funding a Trust", they're talking about the process of transfering assets to the Trust. A Trust (sometimes called a Family Trust, Living Trust, or Revocable Trust) ...
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Can the County reassess my property taxes like that?

Can the County Assessor reassess our property taxes, if all we did is change a joint tenancy to a tenancy-in-common? The short answer? Yes (according to at least one California court). The ...
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How does a Trust avoid probate?

A Trust is essentially a relationship, or contract, among three parties: A Settlor who creates the Trust; A Trustee who manages the Trust assets; and A Beneficiary who receives the Trust assets. ...
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What is a Trust?

Okay, pop quiz. Which of the following is the best definition of a "Trust"? A legal entity that holds title to your assets; The fiduciary relationship between a Trustee (legal title) and a ...
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Do I Need Estate Planning?

When you think about it, estate planning is the process of making decisions now so that other people don't have to guess what you want done later (at your incapacity or death). A good estate plan, at ...
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Agoura Hills estate planning, probate & trust attorneys

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Stephens Law Group - Agoura Hills Estate Planning Attorney
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