Monrovia, CA asked in Estate Planning and Real Estate Law for California

Q: Jack and Jill transfer property to Jack and jill as trustees and then again as individuals to Trustees of later Trust

Jack and Jill transfer property to Jack and Jill has Trustees of 2005 trust later jack-and-jill transfer to Jack and Jill as Trustees of 2010 Trust which trust is the property in is any corrective action necessary where would the hang-up be at the title company the recorder the Assessor and does the case carne versus Worthington apply here

1 Lawyer Answer
Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
  • Estate Planning Lawyer
  • Carlsbad, CA
  • Licensed in California

A: It sounds like only the first deed is valid. Jack & Jill were not the owners as individuals at the time of the second execution, that is, if the second transfer was as individuals as you imply.

Jackie Marie Howard agrees with this answer

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