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… The estate plan specifically disinherited the spouse.
… The spouse received sufficient assets outside the estate.
… The spouse executed a valid waiver (either by premarital agreement or other legally enforceable document or contract). Should bank accounts be included in a living trust? When Should You Put a Bank Account into a Trust? Bank checking and saving accounts of little value do not necessarily need to be transferred to a living trust. More specifically, you can hold up to $166,250 of real or personal property outside a trust and avoid full probate in California. This person is responsible for locating and overseeing all the deceased’s assets. Does The Law Firm of Steven F. Bliss Esq. work in Core Yes, The Law Firm of Steven F. Bliss in a San Diego Probate Attorney in Core. Can an LLC be owned by a trust? Yes, an irrevocable trust can own an LLC. We generally advise this for clients as part of their estate planning process when they have active business interests to protect or want to pass onto their heirs.