That sounds pretty normal to me. The purpose of "restating" an existing trust instead of creating a whole new trust is that there are usually...

The doctrine of merger does not apply to revocable trusts. The husband is the Trustor and presumably is also the Trustee and the Beneficiary...

Yes, that is a good strategy if the bank allows you to name your trust as the beneficiary of the CD.

As a beneficiary it is to your benefit to have an accounting done. It is to the trustee's benefit for you to waive your right to an account, as...

It's a good thing you asked! I agree with the other attorneys that have answered - you have not completed your estate planning if you have not...

You have a lot of options. Two popular ones: Private 501C foundations, which are essentially charities that you set up now and contribute money...

Yes, in a formal court accounting, Probate Code section 16063 (a)(4) requires the Trustee to disclose "The agents hired by the trustee, their...

Well, from the deed you know the name of the trustee and the trustee's address (or, at least, the address to where tax bills are sent). Unless...

Yes, you do. Also, you have to change the titles on your bank accounts, investments, etc. Your IRAs, 401k plans, life insurance, annuities,...

Probably not. A trust that is valid in Minnesota will be valid in California. But it's wise to review your trust every 5 years or so, no matter...