Скачать или смотреть When the Trust Owner Dies, This is What You MUST Know!

Learn what happens when the trust owner dies and what you need to know about Revocable and Irrevocable Trusts. Essential information for estate planning.

In this video, attorney Christopher Small from CMS Law Firm breaks down the essential steps a successor trustee needs to take when the creator (or trustor) of a revocable living trust passes away. If you're feeling overwhelmed as a successor trustee, this guide will help you tackle the process smoothly and confidently.

Here’s What You'll Learn:

Learn how to easily obtain a new tax ID number for the trust, which is now irrevocable.

Understand the importance of signing an "Acceptance of Successor Trustee" document to confirm your role.

Tips on transferring assets without liquidating, and verifying beneficiary designations.

Why you shouldn't rush to pay any bills and how to handle creditor claims properly.

Discover when estate and income tax filings are necessary, and what to consider with larger estates.

Learn about reviewing the distribution schedule and starting the process of asset distribution.

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We do estate planning. We do probate. And we do it well.

Our firm rests on three core pillars:

1. Family protection
2. Elimination of barriers to entry (we make it easy for you)
3. Estate tax reduction/elimination

If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Estate Planning - https://cmslawfirm.com/estateplanning...

Probate - https://cmslawfirm.com/probatestrateg...

Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy.

You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

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