Many spouses and other individuals before transferring real estate with to consider regarding this exception:.
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Disclaimer Every legal issue is very unique. Accordingly, the information in this blog is intended as general education material and not as legal advice. Unfortunately, it is not completely clear whether the individuals who transfer real property to a trust during their lifetime need to occupy the property. Contact us to set up an appointment so we can help ensure that your estate plan achieves your goals for your real property and does not include any unpleasant surprises.