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00:00 Even More Revocable Living Trust Mistakes
2:22 Living Trust Basics
6:58 Not Funding Your Living Trust
9:10 Inadequate Trustee Designations
10:12 Over-Relying on TOD or POD
10:34 False Assumptions About The Benefits of the Revocable Living Trust
11:11 Failing to Document Trust Assets
11:54 Acting Too Quickly After Settlor Dies
12:22 Failing To Make Portability Election on Federal Estate Tax Return
14:13 Failing To Include No-Contest Clause
15:48 Failing To Address Rights and Duties of the Surviving Spouse
29:13 Failing To Protect the Inheritance of the Children or Other Beneficiaries
35:24 Failing To Prepare Your Successor Trustee(s)
41:10 Failing To Integrate the Will and the Durable Power of Attorney
50:25 Failing To Address Non-Trust Assets
52:46 Chat and Q&A