Q: What should I do to revise the trust and will which was made in Oregon in 10 years ago? I am now living in California.
Should I go to Oregon lawyer or California attorney?
I also have 2 Oregon ll s.
A: Any time you move across state lines, you should have your estate plan reviewed by an estate planning attorney in the state in which you now reside. In your case, it sounds like that is California. You should have your estate plan reviewed by a California estate planning attorney. There are substantial differences in laws between OR and CA. You might actually find that you can eliminate some unnecessary tax planning provisions now that you have moved to a state with no estate tax or inheritance tax, and there are other issues to consider.
Theressa Hollis agrees with this answer
A: I recommend you locate an experienced estate planning attorney in California. Your Trust is still valid even if you change states but your CA attorney may wish to make some changes to reference CA law. Also, different states have different estate and inheritance tax laws so your new attorney will advise you if any changes are needed in your tax planning. If you purchased a home in CA you should also be sure to title that property in the name of your Trust to avoid probate at your death.
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