There is no requirement to register a Living Trust in Arizona either pre-death or post-death. A Living Trust should not be recorded in a County...

Best practice would be as you suggest - "the trustee, of trust dated xyz m/d/yyyy" You could also designate the beneficiary as "the currently...

You should read the Arizona law relating to your bank's demands for a copy of your trust. Arizona Revised Statute R.S. 14-11013 Arizona states that...

I don't know why your parents would want to start a "brand new" trust with a new inception date. However, if they went that route, it would be...

Based on my experience in dealing with second marriages in single trust situations, I believe you should have a community property trust with your...

You should not revoke your current trust. Instead, you should completely RESTATE it. Suggested language for a preamble in restating your trust: ...

You are correct. When your mother died, her revocable trust became an irrevocable trust. You should have put the titled name of the new irrevocable...

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Are Transfer on Death Deeds for real estate & Transfer on Death Registration for cars legally sufficient to avoid probate in AZ?

If they are properly done and involve Arizona real estate and Arizona registered cars, both Transfer on Death (TOD) registrations will avoid...

My answer is that the First Successor Trustee should apply for the EIN when the trust becomes irrevocable. The IRS would definitely consider the...

Assuming you have a copy showing the trustor's signature, I would ask the attorney who prepared the original to examine the signed copy. If he or...