Legal Question in Wills and Trusts in Florida

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?

Asked on 9/30/13, 2:08 pm

2 Answers from Attorneys

Barry Stein De Cardenas, Freixas, Stein & Zachary

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.

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Answered on 9/30/13, 2:25 pm
David Slater David P. Slater, Esq.

If you want them in the trust, they do.

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Answered on 9/30/13, 2:28 pm


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