Alan R. Horvath, Attorney at Law
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When an attorney prepares a Trust for you, it is generally done as part of an overall estate planning
package. This will include not only the Trust, but a Will, a Durable Power of Attorney, and an Advanced
Health Care Directive. The attorney may also prepare and record the necessary deeds for you to transfer
real property into the trust. If the trust is for a married couple, there will be two each of the Will, Durable
Power of Attorney, and Advanced Health Care Directive. There may also be a Transmutation Agreement, or
other documents if you wish to re-characterize how you each are holding property.
If you tell an attorney that all you want is a trust, he or she will at least have to insure that you understand
the significance of what you are turning down. The attorney is after all duty bound to represent your best
interests.
These other issues cost money. Even if you end up turning them down.
P.O. Box 81
596 Mountain Ranch Rd.
San Andreas, CA 95249
Phone: 209 754-5291 Fax: 209 754-5293
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ahorvathlaw@sbcglobal.net
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Why is an Estate Plan so Complicated?
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