LIVING TRUST FUNDING WORKSHEET Name of the Living Trust: Dorian M. Rothschild Revocable Living Trust, dated July 15, 2005. Additional Information: Assets should be transferred to "The Trustee of Dorian M. Rothschild Revocable Living Trust, dated July 15,...
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LIVING TRUST FUNDING WORKSHEET Name of the Living Trust: Dorian M. Rothschild Revocable Living Trust, dated July 15, 2005. Additional Information: Assets should be transferred to "The Trustee of Dorian M. Rothschild Revocable Living Trust, dated July 15, 2005.." Later-acquired property should also be titled in the name of the Trust. Initial Trustee: Dorian Mayhew Rothschild 60 Arthur St. San Rafael, CA 94901 Tax Identification Number: Same as Grantor Additional Information: The first responsibility of the trustee is to make certain that all of the (appropriate) assets owned by the grantor are transferred to the living trust. Any assets that remain titled in the name of the grantor will be subject to potential probate administration at the death of the grantor. (The exceptions include assets which (a) are held jointly with another person with rights of survivorship, for example a home, (b) pass pursuant to "transfer on death" or "pay on death" designations, for example a bank account, o
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