Martin M Shenkman's Answers

Can we change the charitable benificiaries in our revokable living trust without using a trust attorney?

What about amending a revocable living trust? You can draft any legal document on your own. The real issue is should you? While this might generally be a relatively simple and inexpensive process, more might be required. How old was the trust? Did the initial trust reflect appropriate planning? Have legal or tax changes made it advisable to do more than just change beneficiaries? If the trust is more than a few years old it will not have been updated to reflect the 2010 Tax Act, state law...