Legal Question in Wills and Trusts in California

How do you fund a bypass trust with a portion of real estate (primary residence) after the death of a spouse? Does the real estate need to be retitled into two deeds?

Thanks for your help.


Asked on 9/25/10, 3:28 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

No, one deed can transfer (for example) "one-half undivided share to John Doe, as Trustee of the Survivor's Trust and one-half undivided share to John Doe, as Trustee of the Bypass Trust."

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Answered on 9/30/10, 3:38 pm


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