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Introduction to California Living Trusts for Husband and Wife—Disk One: Setting Up A Living Trust
by Milton Berry Scott
Disk One of our DVD California Living Trusts for Husband and Wife is now available. Although the listed retail price is $29.95, if you order it from our web site, it is $26.95 plus tax and shipping. The running time is about 1 hour, 15 minutes. Disk One is called Setting Up a Living Trust; Disk Two, entitled Administering a Living Trust, is in production.
Setting Up A living Trust explains just what a living trust is, gives the reasons for a living trust, discusses the considerations involved in drafting a living trust, and goes through the steps for executing the trust and other documents. The narrator, Milton Berry Scott who has been an estate planning attorney for many years, brings the same clear analytical explanation to this DVD that he has exhibited in all the books that he has written.
Sections of this DVD
I. Introduction: Introduces the speaker and tells about his background. Explains about California as a community property state and ownership of assets.
II. What a Living Trust Is: Talks about types of trusts and the ways in which they can be divided.
III. Reasons for a Living Trust: Discusses federal estate tax and probate.
IV. Drafting a Living Trust: Details the roles of the people involved with the trust and considers the disposition of assets.
V. Executing the Trust and Other Documents: Lays out the process of signing the trusts as well as the ancillary documents.
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