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* I am trying to Planning on meeting with an Oklahoma Estate Planning Attorney in the near future and in Organizing our Goals for our Protection and Legacy - I have watched 16 of your YT-videos today (doing ScreenShots of the Transcripts and making Marginal Notes to memorialize/prepare. * Now wish that I lived in Walnut Creek and could work with you. * Your Channel is an Incredible/Commendable Resource. Thank You.

Thank you for this information. I know what to do.

This is great advice! I would hire you in a heartbeat. I will sign up for workshops.

Simple but really important point. Thank you for making this video. I subscribed & will sign up for the workshops.

Please share a real estate deed for trust. Thanks

Great video!

Thank you Mr. Young. Very helpful information.

Is it true I need only 2 documents: a living trust and a trust transfer deed to complete the process of making the Living Trust. Thanks

Do I need an attorney to set up Medi-CAL for a spouse in a Nursing Home, but partner still lives at home?

What do you do with the title policy on my house when doing a revocable living trust?

Thanks for the clear video showing the documents involved. Please advise the scenario as such that: if the couple bought the house (say 20 years ago) @$500K under joint tenancy, that the husband died last year when the market value was $1Mn. The wife inherited the 50% of the property and plans to sell it this year @$1.2Mn. Q1: is she subject to her 50% portion of capital gain from $250K (half of $500K of 20 years ago) to $600K (half of the original property), for $350K? Q2: is the other half of inherit property from husband tax free (half of $1Mn is $500K increase from last year to half of $1.2Mn is $600K this year only a $100K gain is free)? 🤔

Hello Mr Michael Young, I am married and owns a home with the title grant deed under my name only. However, we have created a revocable living trust 2004. We want to transfer the property into the trust. What is the process? Or do I first need to change the deed into community property with survivorship, then do another transfer into the trust?

Don't make the will for yourself, make it for your loved ones. My wife and I lost someone close to us without a will recently. We ended up getting a will and living trust for ourselves shortly after. (We are in our mid 30s) Thanks for the videos!

Hi, Michael Thank you for the wonderful presentation. If you want to delete a beneficiary from the deed, do you have to revise the deed and register again the revised deed?

My late husband no will so am the suvivors spouse

Michael, we live in San Francisco and want to amend our Living Trust, can we retain you for such service?

In your exanple you state Mary and Bob are nominated as trustees of the trust. Then you say that after Bob dies, the trust notice says that Mary retains beneficial use of the property. Does this not make her the Beneficiary? She cannot be both trustee and beneficiary as this would merge titles and collapse the trust. Am I missing something?

Valuable free information, Very articulate, no waste of time Thankyou.

Thank you

Was not clear on the "Preliminary Change of Ownership Report" do we leave sections 2, 3 & 4 blank if just moving home into a revocable trust?

Video was very helpful particularly with filling out the preliminary change of ownership report. With Proposition 19 enacted in 2021 does the scenario where you transfer ownership to the three beneficiaries from the Irrevocable Trust still work for keeping the property tax basis since the transaction is from irrevocable trust to beneficiaries and not directly from parents to children?

Hello, Can you use an assignment to transfer real estate, brokerage accounts and LLCs to your irrevocable trust without changing the deed at the courthouse?

Thank you from Florida !

If you have some rental properties in one member Sole proprietorship LLC then do you just need to create assignment on that llc and say i am transferring 100% this llc interest into the living trust name the trust name, trustee and date and you are done? if you do this is you don’t have to take each property out of existing LLC and prepare a separate deed for each properties and record those properties individually under the trust name? or you have absolutely take all properties out of llc and re-record them under the trust ?

Thank you

Hello Michael many thanks for your subscription and support hope you enjoy the content will return the favour many thanks stay safe all the best al 🎄☃️🚂🤗👍🇺🇸🇬🇧🇺🇸

Thank for the information very helpful. My friend has her name in a living trust . When she refinanced in the year 2008 her brother slip of paper well she was signing the forms giving him the right to put his name on the deed is this possible for him to do even though the house is in the living trust what happen was her brother had his friend that sells real estate and through him they refinance the house when they refinance the house was only going toBe in her name her brother owes taxes so this is a reason he wanted to put his name on the deed so he can report it to the IRS and the IRS can pick the house pay for his taxes and she becomes homeless can this be done can he actually putting a quick deed way there is a living trust thank you for your help.

I’ll be joining your zooms

Thank you so much for all of this information- it’s so important for me

Thanks for video.

Thank you for such a clear explanation of how the revocable living trust and the pour over will work in conjunction w. ea. other.

Thank you for sharing your knowledge and wisdom on this most important topic! I'm definitely learning a whole lot from your YT vids!

Thank you so much for this valuable elder information!!

Thank you for sharing the details of how to do this. My mom's lawyer didn't tell us ANY of this, and I asked! I just didn't know what exactly to ask. So upset that we haven't got this together because of his lack of foresight. Can you refer us to a knowledgeable Elder Law Attorney in Santa Rosa? Do you have associates here?

Hello Mr. Young. So, we are going through trying to help my 97 yo mom fund her living trust that was originally written ion 1994 and left unfunded. Her bank says that once we transfer her accounts into her trust (retitle) 1. she can't keep her old account numbers, and she can't have a co-signer or I, as her daughter ands successor, can't have POA to sign for her, should she become incapacitated. What documents should we have prepared, as you say, to show that I am the trustee of my mom's account, should she become ill, beyond her will/Living Trust stating so? Is it the bank's form that has the "handshake of DPOA"?

My mother-in- law has a living trust the house deed is going to be transfer to her two daughters Will they have to pay more on the property taxes or will it stay the same

Very informative. Thank you

if you boyfriend an girlfriend can you transger your half interest into a living trust?

Excellent. Very informative. Gives me a sense of confidence going forward. I will watch this several times.

This is impossible in France. You cannot disinherit your kids. You can only favor one kid over another but not totally disinherit which I think is better. The only right solution in this case is to pass on the part of the estate to the grand kids. Sorry to say but I really think the American law of passing your estate to whoever pleases you and skipping your kids is not right.

Thanks so much for making these videos!

thank you so much for a great overall run-down of the estate planning docs needed to protect assets etc

The clearest and best rundown of how to protect your main asset in California against Medi=Cal"s (read Medicaid in most states) "Estate Recovery Rights" upon your passing away should you have required Medicaid's help to pay for your stay in a long term, skilled care nursing home type scenario! Thank you so much for this super valuable and expensive to come by information.

how can i remove a name on d deed when d person is not paying d morgage ?.

Thank yu very much. I have been looking for elder law lawyer like you

How can I remove someone name in property deed n he or she didn’t pay nothing ?

Very good information. thank you

Thanks for the info Doc 🙋🏻‍♂️

Ps, I live in California right now.

How can I get in touch with you? I have question on can I put my land in texas as a private llc, so my name is not obvious as owner of land? I want my name to be hidden from government entities. Is there a way to do this?