Charles Adam Shultz
Charles Adam Shultz, Estate Planning Attorney - Los Angeles, CA
Posted about 1 year ago.

I California we usually see U/T/A - Under Trust Agreement or U/D/T Under Declaration of Trust - but as Mr. Frederick said, U/A is fine too.

James P. Frederick
James P. Frederick, Estate Planning Attorney - Livonia, MI
Posted about 1 year ago.

We usually see U/T/A as well.

Charles Adam Shultz
Charles Adam Shultz, Estate Planning Attorney - Los Angeles, CA
Posted about 1 year ago.

To further clarify, since we are bantering TYPE A individuals, U/T/A, U/T/D, U/A or whatever else you use are not legal abbreviation per say. They are essentially created for convenience and universally recognized by estate planning attorneys so you dont have to write out the full words.

James P. Frederick
James P. Frederick, Estate Planning Attorney - Livonia, MI
Posted about 1 year ago.

Very true. Not sure that either one of us are Type A, though. I prefer "detail oriented!" ;-)