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what is a survivor's trust in california Informational
- Is a Survivor's Trust revocable or irrevocable? Can the surviving spouse modify a Survivor's Trust?
- How can a financial advisor help with trust asset management?
- Are there ongoing administrative fees for a Survivor's Trust?
- Legal remedies available if a trustee breaches their fiduciary duty Importance of selecting a trustworthy and capable trustee
- How does the step-up in basis benefit beneficiaries?
- Continuing legal education requirements for estate planning attorneys Staying up-to-date on changes in trust and estate law
- What assets can be held in a Survivor's Trust?
- Leaving a lasting legacy through your estate plan Final review of your Survivor's Trust and overall estate plan
- Electronic signatures and notarization of trust documents Online resources for information about Survivor's Trusts in California
- How are death certificates handled in the context of a Survivor's Trust? Notification requirements for beneficiaries after the first spouse's death
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