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California Certification Trust Form

California Certification Trust Form

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Instructions and help about california 18100 5

Hi I'm Dan Krause and today I want to talk a  little bit about trustee duties and what do you   need to do when you're a trustee. Specifically  I want to talk about a very important document   that you will need called a certification of  trust. So once again my name is Dan Krause, I   am an estate planning and elder law attorney and I  practice in Wisconsin, Illinois and Minnesota. Now   these rules that I'm talking about apply  in at least 36 states although they're   applied differently in each state and  when I say 36 I mean the states that   have adopted the uniform trust code. Now I know  New York as will be a 37th if they pass it.   It has been introduced so a majority of  the states go by the uniform trust code. So if you are a trustee if someone has passed away  and they had a trust and you are the trustee and   you need to take over and do the things that  the trustee needs to do or a person has passed   on to you a trust that needs to be managed

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