Answers by Tracy Fetter

Hi Steve, In CA, you will need the legal authority and the Representative Capacity Signature Disclosure ( RCSD-S), and the Trust Advisory (TA), or if you are not the trustor or successor trustee you will need to get a Power of Attorney from the trustor. There may also be step-up tax penalties. Please consult with your tax accountant. Depending on the situation of the trust it may have to be probated. I can recommend attorneys and help you when you are ready to sell.