Tag Archives: living trust  Trusts and Pour Over Wills  Dear
Liza,  My husband and I are having a disagreement about how to
set up our living trust. (We are using online trust software.)
He says that our will designates how to disperse the trust,
after both of us die and the two designated trustees who are in
charge of the trust will need to follow the will’s direction and
that the trust is merely a holder of property and we don’t
“need” to add all the beneficiaries to the trust document, that
the will suffices. I say that we need to designate all the
beneficiaries in the trust itself and clarify that all the
property in the trust, unless specifically designated otherwise,
will be inherited equally by our six children and that the will
is for designating who gets the red pot or the carpet, etc.,
that sort of thing. Who’s right? So, one of the really nice
things about being an estate planning attorney is that I hardly
ever have to weigh in on marital disputes. On this one, though,
I’m on your side. As a genera