Originally Posted by
BigWaylon
IANAL, and all the other disclaimers pertinent to this discussion.
In almost all cases (as I have to assume there's an exception somewhere), a trust is not valid unless it's funded. Meaning it can't be empty. Most people initially fund theirs with something simple like a $1 bill. That's because it's inexpensive and has a serial number.
I've never dealt with one that has Assignment pages, so I'm not able to answer some of those questions. My Schedule A simply says "$200 cash". No serial number, no date, no signature, no witnesses, no notary stamp...but that's how my trust is written.
You can fund the trust with the lower if you want. I've just never added one until after it was approved, since I had the cash initially in there. Some people do that with a note of "pending approval", but there's nothing wrong with putting a non-NFA item in the trust (unless there's verbiage in your trust prohibiting it).
The remainder of the questions are things I would've cleared up with my lawyer...but I'm not sure if you used one or did it online.
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