Is a Revocable Trust a Private or Public Document?
In this video, Attorney Shadi Shaffer explains that estate planning documents - Revocable Trusts, Wills, Power of Attorney for Financial (aka Durable Power of Attorney), Healthcare Directives, Living Wills, and other estate planning documents you can create or private. These documents are not generally filed with the Court and are not public documents. Estate plans remain private generally speaking until the creator or grantor passes away. Even at time of passing, the Will is filed with the Court but the Trust remains private unless a legal proceeding is filed involving the trust. Another reason why revocable trust plans are wonderful tools to have for your family. They are private and can keep your asset information and how much you are leaving to your kids or beneficiaries private as well. When you do not have a trust and have a CA Probate case - all your assets and information on who gets your assets becomes public.
Видео Is a Revocable Trust a Private or Public Document? канала Asset Protection & Elder Law Center
Видео Is a Revocable Trust a Private or Public Document? канала Asset Protection & Elder Law Center
Показать
Комментарии отсутствуют
Информация о видео
29 января 2021 г. 0:08:55
00:03:12
Другие видео канала
![Who Is Responsible To File Tax Returns of a Decedent? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/COIvwXnDnHs/default.jpg)
![Can I Gift My Money To Qualify For Medi-Cal? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/8rVEaTp_Ono/default.jpg)
![CA Probate & Covid](https://i.ytimg.com/vi/zZBxlerXNpA/default.jpg)
![Is Asset Protection The Same Thing as Hiding Your Assets? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/hUGsA-r5cdY/default.jpg)
![Why Medi Cal Qualification Is Not A Do It Yourself Job - Patrick Phancao; Esq.](https://i.ytimg.com/vi/BYI4YmjnsFQ/default.jpg)
![What is the difference between Nursing Home & Assisted Living? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/JUf5v6y4oxM/default.jpg)
![How to prepare for a Nursing Home? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/plzouMDTwaA/default.jpg)
![Business Owners - Why Having a Trust is Crucial?](https://i.ytimg.com/vi/XphhczXvaGc/default.jpg)
![No Contact Estate / Trust Planning - Planning Options in Light of Covid](https://i.ytimg.com/vi/-DP6r9dFboc/default.jpg)
![Advanced Healthcare Directive - Shadi Shaffer; Esq.](https://i.ytimg.com/vi/Td6_hn-74zY/default.jpg)
![DIY Trusts/Estate Plans - Why You Should NOT Do It Yourself!](https://i.ytimg.com/vi/7lkU53YpwSo/default.jpg)
![Why is Funding Crucial to Medi-Cal Qualification? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/e1osrvsFBGc/default.jpg)
![How an LLC Functions in the context of Asset Protection (Part 1) - Patrick Phancao; Esq.](https://i.ytimg.com/vi/oQE9j6tkoqU/default.jpg)
![What Is Captive Insurance - Patrick Phancao; Esq.](https://i.ytimg.com/vi/y09kh8uupf0/default.jpg)
![Should a Trustee be held Liable? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/Gk4Xcb2tqac/default.jpg)
![What Is A Qualified Personal Residential Trust? - Patrick Phancao; Esq.](https://i.ytimg.com/vi/JVWN6Y5oaes/default.jpg)
![How An LLC Works In The Asset Protection Context (Part 2) - Patrick Phancao; Esq](https://i.ytimg.com/vi/oj7Eyd104AM/default.jpg)
![What is Medicaid (Medi-Cal) Planning? - Patrick Phancao; Esq. - Medi-Cal Planning](https://i.ytimg.com/vi/f2CytwgpGtI/default.jpg)
![How do you know when to put someone in a Nursing Home - Patrick Phancao; Esq.](https://i.ytimg.com/vi/1nA1_QmzufI/default.jpg)
![Appointment of Legal Guardian Needed for Child/Children Under 18.](https://i.ytimg.com/vi/cL0APQyRj90/default.jpg)