<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Chandra:</div><div><br></div><div>I never go through the exercise of retiring assets held in the still revocable side of the trust. Never had it be a problem. </div><div><br></div><div>I always retain the original date when titling assets. Following a restatement I will add "as amended and restated on __/__/__." </div><div><br></div><div>John Sullivan<br><br>Sent from my iPhone</div><div><br>On Aug 27, 2015, at 9:33 PM, Chandra Lewnau <<a href="mailto:chandra@lewnaulaw.com">chandra@lewnaulaw.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr"><div dir="ltr"><br></div><div dir="ltr"><br></div><div dir="ltr"><span style="font-size:12.8000001907349px"> I am currently revising the survivor's trust portion of a revocable living trust after the death of the wife. I realize there are a few technical details I'm not sure about.</span><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">The trust called for the RLT to be split into 3 shares at the first death: The Survivor's Trust, the Credit Trust, and the Marital Trust. Only the survivor's trust is still revocable. The other trusts were funded at the first death but I believe the husband simply left the assets for the survivor in the name of the Revocable Living Trust and has continued to use that as the survivor's trust.</div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">Should client have retitled the assets for the survivor's trust, or is it ok to continue to use the original trust name, etc?</div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">When I restate the survivor's trust portion, is it standard practice to rename the survivor's trust, i.e. from Bob Smith RLT to Bob Smith Revocable Living Trust-Survivor's Trust or something like that? Is there a standard convention for renaming?</div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">When I identify the restated survivor's trust, do I use the date of the original agreement, or the date of the restatement?</div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2000, and any amendments thereto or</div><div style="font-size:12.8000001907349px">Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2015, and any amendments thereto<br></div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">or both</div><div style="font-size:12.8000001907349px">Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2000 as restated 9/2/2015<br></div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">Finally, is there a good article or other reference source for this kind of practical detail?</div><div style="font-size:12.8000001907349px"><br></div><div style="font-size:12.8000001907349px">Thanks in advance</div><p class="MsoNormal" style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif">Chandra M. 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