My husband and I have entered into a Revocable Living Trust. Do our IRA's and 40lK's which are in our name alone have to be re-registered into the trust?
2 Answers from Attorneys
You should consult with your attorney. The assets which need to go into the trust should have been discussed before creating it. The purpose of the trust is important to know to determine if the assets should be re-registered in the trust name.
If you want them in the trust, they do.