Category Archives: Probate

How to Fund a Living Trust, Part 1

Posted on March 30, 2011 by Roger Billings

Funding a living trust refers to transferring assets into the trust. If a trust is a box then funding the trust means putting assets into the box.  For assets that are titled, such as real estate, accounts, stocks and bonds, … Continue reading →






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Unfunded Trusts: Pitfalls for the Unwary

Posted on March 23, 2011 by Roger Billings

Funding the Trust is an essential but often overlooked step towards avoiding a lengthy and expensive probate.  Creating a trust instrument, with all of the appropriate instructions, provisos and expressions of intent, is worse than useless if no step is … Continue reading →






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Seminar Next Week on Estate Administration for Professionals

Posted on December 9, 2010 by Roger Billings

A reminder that next week I will be presenting at a seminar hosted by NBI entitled “Estate Administration: Why Each Step is Important.” The detailed five page brochure on the seminar is available here.  My topics are Considerations for Collecting Assets, Preparing … Continue reading →






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Investing in Real Estate in Other States Magnifies the Need for a Living Trust

Posted on November 13, 2010 by Roger Billings

Shopping for real estate bargains?  Considering investing in real property located across state lines?  Already own homes in more than one state?  I hope you have a living trust, and that each parcel is in the trust.  If you want your … Continue reading →






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Seminar Announcement

Posted on November 11, 2010 by Roger Billings

Introducing my new blog.  I hope you like it. I wanted to spread the word that I will be on the faculty of a seminar entitled “Estate Administration Procedures: Why Each Step is Important”, hosted by NBI on December 14, … Continue reading →






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