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Complex Will with Credit Shelter Marital Trust for Large Estates New York Form

Complex Will with Credit Shelter Marital Trust for Large Estates New York Form

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[Music] hey folks Bill O'Leary here coming to you in this video uh and I'm going to be addressing the question what assets should be kept out of your trust so quick introduction again my name is Bill O'Leary I'm an estate planning attorney and I do elder law in Probate and deal with trust as well and my firm is Legacy planning Law Group located in Jacksonville Florida so let's talk about a trust and the assets that should be kept out of a trust so what trust is a great way to make things go smoothly and easily to your loved ones when you pass away because they will not be stuck in the court system what we call the probate court and so think of a trust as a box a trust is a box well it's great to put the box together to answer the questions who gets your stuff what they get when they get and how they get it who what when and how but that doesn't complete the job an important next step is getting your assets into the trust into the

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