Restatement of Trust

A restatement of trust is a broader type of trust amendment. In essence, it completely replaces all previous amendments and redefines the terms of the trust. Only the name of the trust, the trustees, and the establishment date of the trust remain unchanged. The contents of the trust (deeds, accounts, investments) do not need to be changed if they were already in the trust. When a trust is significantly outdated or has become ineffective due to changes in law or circumstances, it may be better to draft a restatement of trust than to address changes paragraph by paragraph.

For a review of your trust, please contact our office and make an appointment.

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Revocable Living Trusts
Life Insurance Trusts
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Trust Amendments
Special Needs Trusts
Trust Restatements
Beneficiary Deeds
Financial Power of Attorney
Investment & Income Planning
Advanced Health Care Directives
Mental Health Power of Attorney
Financial Power of Attorney For Managing Assets