Where to start when setting up a trust?
August 23, 2013 11:19 AM Subscribe
My mother has asked me to help her with setting up a trust for some assets. I get that I should contact a lawyer, but where should that lawyer be based?
posted by doctord to work & money (7 answers total) 3 users marked this as a favorite
My mother lives in NM and is a shareholder in a family business in AZ (this is all in the USA). She would like those shares to be placed into a trust. I live in CA and am likely to be the trustee. I see from reading other posts that laws may vary from state-to-state. Which states laws would apply to this trust? Do we have a choice? In which state should the lawyer be based?