OT: Holding stock in Living Trusts - Saab General Bulletin Board - Saabnet.com
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OT: Holding stock in Living Trusts
Posted by 9-3/9-5 Smitty (more from 9-3/9-5 Smitty) on Sat, 11 Jun 2005 07:43:43
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We have had a Living Trust in the Smith name for a few years. We changed all of the important info into the Trust when we establised it. I recently started a with a new broker, that has me wondering if I have the stocks in our other account in the proper name. I have all of my other stock assets in the "Smith Family Trust", the new broker said he thought that it was also supose to include the date info. Like "Smith Family Trust, November 11, 2000". A friend at work said that either way is ok, the lawyer I worked with is on vacation, so I thought I'd ask the experts on Saabnet for input!!
Thanks,
9-3/9-5 Smitty
posted by 67.52.147...
Posts in this Thread:
- OT: Holding stock in Living Trusts, 9-3/9-5 Smitty, Sat, 11 Jun 2005 07:43:43 <-- Viewing This Message
- CA DMV wants dates on trusts...., Mike Lynch
, Sun, 12 Jun 2005 12:51:11 - appropriate titling=important, n/m, Czar, Sat, 11 Jun 2005 11:09:35
- I think the date is required too....., MI-Roger
, Sat, 11 Jun 2005 08:47:35 - I'd think it fine, so long as your name is Smith<g>, Dick in Falls Church, Sat, 11 Jun 2005 08:06:18
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