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Transfer Assets
Can my father's Trust protect my assets?
September, 2011
Q
- I am working on my father's trust and started transferring his assets as required.
I like the protection that's provided by his Trust, can I use
his trust to protect my assets? A - Once you have completed all the
elements of the trust, including the transfer of assets, the trust is considered
finished. And no,
unfortunately you cannot use your father's trust for your assets, but if your
father's Trust was completed by us, you are eligible for our preferred client
pricing, call us
to find out more.
Current News:
HIPAA Compliance
April 2003
The
Health Insurance Portability and Accountability Act (HIPAA) provides protection
for release of individually identifiable health information and special release
and consent authority to all healthcare providers before medical information can
be released. HIPAA effects documents executed in a trust, as such, it is
not grandfathered in which means that it can render executed documents of
previous executed Living Trust useless. Ensure your Living Trust is in
compliance with these regulation. All IntegriTas Living Trust are in
compliance with the order.
Survivors
Who Contacts the Survivors?
December, 2011
Q
- My father died and I believe he had a trust. Does the attorney contact
me to discuss my dad's last requests? I don't have the attorney's
information and how does the attorney know that he is deceased? A - Unless
the attorney was a friend or the Trustee for your dad, its unlikely he would know that your father
passed. So first, you need to start checking around the house for the trust
manual. Did your dad have a safety-deposit box? Once you have located
the manual, you can determine who is the Successor Trustee and who will carry
out the provisions of your dad's trust. If someone else has been named
Successor Trustee, you will need to get in contact with that person to ensure
they carry out the orders of the trust.
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