Legal Question in Wills and Trusts in California

Stock Transfers to a Living Trust

I am the sole owner of a corporation and would like to transfer my stocks to my living trust. Is completing the transfer form on the back of a stock certifcate sufficient? Is there a reporting requirement to the State of California?

I have also limited partnership shares. How can I transfer those shares to my living trust?

Thanks


Asked on 9/16/05, 7:42 pm

1 Answer from Attorneys
Donald Field Donald L. Field, Jr., Attorney at Law

Re: Stock Transfers to a Living Trust

you should retain an attorney to assist you with this important aspect of implementing your estate plan.

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Answered on 9/23/05, 2:15 pm


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