Trusts & Estates Law Blog

Tag Archives: beneficiary

FirstMerit Bank, N.A. v. Diana L. Reese

Posted in Trust
Attorney Julie R. Woods wrote the following case alert for the State Bar of California Trusts and Estates Section regarding FirstMerit Bank, N.A. v. Diana L. Reese. Julie is on the committee for finding and disseminating new case law all members of the Trusts and Estates Section of the State Bar of California. The case… Continue Reading

Avoiding Acceleration: How to Put the Brakes on Due-on-Sale Clauses when Funding Your Revocable Living Trust with Encumbered Real Property

Posted in Estate and Trust Planning
When it comes to setting up a revocable trust, most people are primarily concerned with avoiding the time and expense associated with the probate process. To avoid probate, it is crucial that legal title to any real property is transferred to the trustee of the trust. In discussing the importance of funding the trust with… Continue Reading