Trusts and Out-of-State Property: Smart Strategies for Estate Planning

Описание: Do you own property outside California - even just a fraction? Your estate plan might have a hidden flaw.

In this video, Ellen explains why out-of-state property needs to be titled in your revocable trust and what could go wrong if it’s not. From ancillary probate nightmares to joint tenancy missteps, Ellen walks through common pitfalls and how to avoid them with proper planning.

You’ll learn:
Why all your property - California or not - should be in your trust
How joint ownership affects inheritance and probate
Why DIY deed transfers are a recipe for disaster
When to consider an LLC for investment properties
How to coordinate titling with out-of-state attorneys

If you want to avoid probate and make sure your plan actually works across state lines, this video is for you.

Need help with California deeds or referrals for other states? We’ve got you covered. Start here: https://cookmanlaw.com/talk-to-intake...

Timestamps:

00:00 - Intro
01:03 - The challenges with out of state property
02:32 - Transferring property into your trust
03:10 - Work with an attorney on this - do not try to DIY
04:01 - Creating an LLC
05:01 - How Cookman Law can help ✅ Subscribe to our Newsletter to stay up to date!
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