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  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Start Here)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Financial POA
    • Health Care POA
    • Living Will
    • Asset Protection Planning in Arizona
    • Intro to Arizona Domestic Asset Protection Trusts
    • Asset Protection Exemptions in Arizona
    • Protect Home from Creditors in Arizona
    • Car/RV/Mobile Home Titling
  • Fees
    • Estate Planning Fees
    • Estate Administration Fees
  • Scheduling
  • Recent Law Updates
  • Office Info
  • New Client Forms
  • More Articles
  • Bouman Law Firm Blog
  • Probate & Trust Administration
    • How to Administer an Estate (START HERE)
    • Probate in Arizona
    • Small Estate Affidavit
    • Final Arrangements & Organ Donation
    • Trust Beneficiary Notices and Trustee Reports
    • Annuities
    • Debts of Decedent
    • Transfer Real Estate of Nonresident
    • Tax Filings for Estate
    • Duties of Trustee
  • Make a Payment
  • Buy a Book
  • Legal Disclaimers

BOUMAN LAW FIRM blog

September 26th, 2018

9/26/2018

 

Arizona Law Update for Living Trusts

The Arizona law permitting use of a Certification of Trust when dealing with financial institutions was amended effective August 3. Now A.R.S. 14-11013(E) says a third party may not demand a copy of the entire trust document (including the dispositive provisions) without first providing a verified statement stating a good faith reason for the demand.

Also, A.R.S. 14-11013(H) makes the third party liable for damages, costs, expenses, and attorney fees if a court determines the request was not made in good faith or did not comply with subsection E.

The public policy behind the law (enacted in 2008) is to allow for privacy of personal financial information. Bouman Law Firm provides an up-to-date certification of trust to every client establishing a revocable living trust.


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    Thomas J. Bouman
    Attorney at Law
    Tucson, Arizona

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