Page 1 of 2 1 2 LastLast
Results 1 to 10 of 11
  1. #1
    Join Date
    Apr 2011
    Posts
    172

    Default Does Capitalization Matter for Living Trust

    My question involves estate proceedings in the state of: CA

    Is there a difference when you title assets, between (all caps vs first letter cap)

    John Smith, Trustee of ABC Living Trust
    John Smith, Trustee of Abc Living Trust

    Legally, it should be the same correct?

  2. #2
    Join Date
    Sep 2010
    Posts
    19,873

    Default Re: Does Capitalization Matter for Living Trust

    Capitalization doesn't matter.

  3. #3
    Join Date
    Mar 2013
    Posts
    18,256

    Default Re: Does Capitalization Matter for Living Trust

    But looks better. Suppose Arthur B Collins had a trust and used his initials to name the trust.

    Arthur B Collins, Trustee of ABC Living Trust
    Arthur B Collins, Trustee of Abc Living Trust

    My spellcheck doesn't like Abc.

  4. #4
    Join Date
    Oct 2014
    Posts
    8,224

    Default Re: Does Capitalization Matter for Living Trust

    Quote Quoting jyeh74
    View Post
    My question involves estate proceedings in the state of: CA

    Is there a difference when you title assets, between (all caps vs first letter cap)
    Most of the time it makes no difference, including the example you provided. There are instances where capitalization does make a difference, though most of those should be readily apparent to most people.

  5. #5
    Join Date
    Apr 2011
    Posts
    172

    Default Re: Does Capitalization Matter for Living Trust

    Quote Quoting Taxing Matters
    View Post
    Most of the time it makes no difference, including the example you provided. There are instances where capitalization does make a difference, though most of those should be readily apparent to most people.
    TaxingMatters, what situations does capitalization matter?

    Mainly concerned around passing down real property and homes.

  6. #6
    Join Date
    Oct 2014
    Posts
    8,224

    Default Re: Does Capitalization Matter for Living Trust

    Quote Quoting jyeh74
    View Post
    TaxingMatters, what situations does capitalization matter?

    Mainly concerned around passing down real property and homes.
    It makes a difference when it changes the name. For example, the names John Delane and John DeLane may refer to two different people, as their last names are actually different.

  7. #7
    Join Date
    Oct 2006
    Posts
    16,428

    Default Re: Does Capitalization Matter for Living Trust

    Quote Quoting Taxing Matters
    View Post
    It makes a difference when it changes the name. For example, the names John Delane and John DeLane may refer to two different people, as their last names are actually different.
    Yes, but with that kind of difference it could also be the same person. I have a last name that kind of works that way, but I have given up and simply style it the way the your first example is spelled, because computers just cannot seem to handle it the way that it actually is styled.

  8. #8
    Join Date
    Sep 2010
    Posts
    19,873

    Default Re: Does Capitalization Matter for Living Trust

    All of my investment accounts and a good deal of other stuff turns everything into all caps anyhow.

  9. #9
    Join Date
    Oct 2014
    Posts
    8,224

    Default Re: Does Capitalization Matter for Living Trust

    Quote Quoting llworking
    View Post
    Yes, but with that kind of difference it could also be the same person. I have a last name that kind of works that way, but I have given up and simply style it the way the your first example is spelled, because computers just cannot seem to handle it the way that it actually is styled.
    When drafting legal documents for persons in the example I gave, its best to get the capitalization right to avoid any confusion that might otherwise result. An ounce of prevention is worth a pound of cure, as the old English expression goes. A number of computer systems are inflexible in a lot of ways when it comes to input and display of data. But when drafting documents one is not restricted by those sorts of limitations.

  10. #10
    Join Date
    Jul 2018
    Posts
    2,713

    Default Re: Does Capitalization Matter for Living Trust

    Should be and is.

    1. Sponsored Links
       

Page 1 of 2 1 2 LastLast

Similar Threads

  1. Why Are There Laws for Living Trust, Family Trust
    By barbpass in forum Debate the Issues
    Replies: 3
    Last Post: 06-10-2016, 09:32 AM
  2. Trust Administration: A/B Trust Following Death of Spouse/Trustee (Revocable Living Trust)
    By jdoug6 in forum Estate Planning, Administration and Probate
    Replies: 1
    Last Post: 03-28-2012, 02:12 PM
  3. Contract Law: Business Contracts - Does Capitalization Matter
    By ohbijuan in forum Business Law
    Replies: 1
    Last Post: 11-10-2009, 06:36 PM
  4. Trusts: Is It Ever Possible to Convert a Revocable Living Trust to a Business Trust
    By Peter Mac in forum Estate Planning, Administration and Probate
    Replies: 3
    Last Post: 08-06-2008, 08:46 AM
  5. Trusts: Living Trust - Name
    By bel in forum Estate Planning, Administration and Probate
    Replies: 1
    Last Post: 05-12-2006, 04:13 PM
 
 
Sponsored Links

Legal Help, Information and Resources