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Meet Cookie and Ruby Cookie and Ruby are 3 months old and brother and sister. Cookie is a gray male, and Ruby is a tuxedo female. They were found in a truck, which had been towed. It isn’t known if they were born in the truck or if their mom had moved them there. They have been in a foster home with other kittens, cats and a parrot since they were 2 weeks old. They are fun, love to play, jump and climb the cat tree. Both are good eaters and enjoy getting treats. We would like them in a loving home, together. They will need to be kept indoors at all times. If you are interested in these two beautiful kittens, contact foster mom Judy at anangelrn@ aol.com or 925-963-6824.
Meet Henry Henry is a wonderful male bichon frise who was born May 4, 2013. This guy wants to be near you all of the time and will give you lots of love. He enjoys playing with other dogs and with his toys and going on walks. Henry is crate-trained and potty-trained. He will use the doggy door or go on a potty pad. He would do wonderful in a home with children 10 years of age or older and would need another dog for companionship. For more information, call 925-473-4642
JUNE 15, 2018
SHOULD I TRANSFER MY BANK ACCOUNTS INTO MY TRUST?
by Joan Grimes, Esq.
When I meet with clients, we always discuss whether bank accounts should go into their trust. Ideally, the answer is ‘yes!’ Here’s why: Reason #1: The most important reason is for incapacity planning. If your accounts are in your trust, a Co-Trustee can access the accounts to assist with your care if you experience a period of incapacity. As our clients need additional assistance, we encourage clients to appoint a Co-Trustee who can access these trust accounts to pay bills and provide support. Reason #2: You will also need to have a trust bank account if (or when) you or a Successor Trustee sells trust property. If you wish to sell property held in your trust, an escrow company will require that the funds be transferred to a trust bank account. Many clients often ask why they can’t just use a power of attorney to access non-trust bank accounts. While a power of attorney can be used to access non-trust bank accounts, financial institutions are often reluctant to allow someone to use the power of attorney to access an account numerous times. After several requests to withdraw funds, the financial institution may require a conservatorship to continue accessing the account. When advising clients on the process of transferring accounts into their trust, we warn this process needs to be done carefully, to ensure the accounts are transferred correctly. For example, we have recently discovered that some financial institutions are opening new accounts rather than transferring the existing account into the trust. This has created problems for our clients who have automatic deposits or bill-pay set up with their current account number. When our clients are considering transferring their accounts into their trust, we
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generally provide the following options: Option #1: Work with your banks to transfer your accounts. To transfer an account, the financial institution will generally require a short application that must be signed and notarized. Just remember to check the account number to make sure your bank is transferring your account, not opening a new one! Option #2: Keep your account out of your trust. If you decide not to transfer an account into your trust, it is critical you check to make sure you have beneficiaries listed. (Note: If your account is in your trust, those funds will be distributed pursuant to the terms of your trust - not the listed beneficiaries.) Option #3: Open a new account in the name of your trust. If you are considering opening a new bank account, this is the easiest option. While the process of transferring accounts into the trust requires some additional effort, we still believe transferring the accounts is worth it. Sadly, we see many clients who have experienced periods of incapacity. Those clients that have transferred their accounts to their trust greatly reduce the burden on their families by allowing them to easily access their trust bank accounts. If you have any questions about this, I see people Monday through Friday for a FREE, 30-minute consultation in my Walnut Creek and Brentwood offices. To view additional articles about estate planning and bankruptcy, visit my website: www.lawofficeofjoangrimes.com. This article provides only general legal information, and not specific legal advice. Information contained is not a substitute for a personal consultation with an attorney. LAW OFFICE OF JOAN M. GRIMES, PHONE (925) 939-1680 - 1600 S. Main Street, Suite 100, Walnut Creek, CA 94596 © 2017 Joan Grimes
1315 Main St. • Oakley • 925-625-4600 Devpar Ct. • Antioch • 925-757-2600
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