Thanks for the information dude, I'll let you know how is all goes.

P.S.  Now assuming there isn't a notary on base and I have to wait until I get home to have it notarized (FL requires this..) in December, will the Trust paperwork still be valid even though i'm going to buy (start, whatever) the trust tomorrow?

I hate all of you

You should be able to get a JAG to notorize it. I know several .mil guys have done this while on base. If you can get your tank icon and head over to the mil forums on here, they will help you out a little better.

Appreciate the off, but, theres a couple of possible problems.

A: I'm no longer in the services and am a contractor
B: My DD214 is stateside.

I have a CAC card and an LOA, along with ISAF IDs but thats it here at my fingertips.

Oh man.. uhhhh

shit.. I don't know man.. hopefully someone will come in here soon and help you out. I don't know who to appoint you to in that situation

You should be fine.  The coupon is good until 2/28/15, so you don't even have to order the trust until then.  And even after the trust papers are delivered, it only takes effect when you and all the trustees sign it.  So in theory, you could put the papers in a filing cabinet unsigned and come back years later to actually create the trust.  The only "clock" you have to worry about running out is the 72hrs that 199trust allows for review of the papers and free corrections after delivery.

Outstanding, order placed.  

Thanks!

Submitted. With everyone's help.

However....

Arfcom Effect

<snip>


Thanks for spelling it out. Has anyone read over the language of the 199trust yet? I'm curious if it is indeed possible to name "approved persons" who do not have the power to manage the trust property.

From reading What is a Revocable Living Trust? on mobar.org, it talks about the settlor, trustee, and beneficiary. Says the settlor usually serves as trustee while alive/capable and that the trustee holds title to the trust property and manages it according to the terms of the trust.

Hopefully the terms are like you describe above.

Any issues insuring property if it is owned by the trust?

Done...Here I come NFA land! Gonna form 1 like a boss

Ran across this in the wee hours this morning.  I've been holding off for a trust through Prince Law (guntrustlawyer.com, or whatever it is), at $600.  For $69, though...I'll give this a shot.  My main concern is letting the wife be able to transport NFA items, and having a route for ownership should something happen to me.  Thanks op.

You can add her onto the trust

ETA: Route of ownership is also covered

 

I received the same message and still had my trust in 2 days.  

had a question about the schedule a...so to start it will have 1$ in it..then ill sbr a lower, and add that to the schedule a. and then sbr another lower and add that to the schedule a...my question is do you keep the old schedule a's as part of the trust? or everytime you add something else you get rid of the old one? like when you upload your trust to the ATF, is it going to have multiple schedule a pages?

Just got an email saying that the deal was extended...

Had to jump on it

Just did mine NOW $69 is hard to say no too..

Hopefully it will allow me (with the amendment samples) to add other Trustees (designated users) on to it..

& same question.. do I just lay a $1 bill on the schedule A and scan like that to include??

Thats the confusing part for me.. though on the 199trust page it says it includes some Form 1 info..

I plan on E Form(ing) to SBR my M92..  

What is a "successor trustee"??  Looks like the form calls for one. Don't really understand that part but says it's required.

A successor trustee takes over trusteeship of the trust should you, the settlor pass away or become unable to.  You can have a successor trustee without a co-trustee, the successor only becoming a trustee should you be unable to execute the trust, a co-trustee being a full trustee while you're still around to execute the trust.

This (depending on your state I suppose) successor trustee still cannot change the trust, (if you die it becomes irrevocable until it's obligations are satisfied), only execute it.

No.  Just put $1 and the serial number of the dollar bill.  You wouldn't send photos of every SBR you have with your schedule A, no need to send a photo of your dollar bill.

You print a new one each time you add or remove an item.  Destroy the old one.  Sign the new one.  That's the effective schedule A.  The schedule A shouldn't have a date, or, the date should read "This schedule is effective the date at the top of the trust" or whatever.

Look, the trust isn't a contract to the government, or a registration, it's a contract between you and the people you name in your trust, and as the settlor you have the ultimate power to revoke, change, remove, add, disburse property, take whatever (legal) action you wish to with the trust.

Printing out a new schedule A and signing it is simply book keeping.  There's nothing else to it.  It's like a bank statement for your trust.  This is the property the trust owns, signed John Doe.  It's not a balance sheet, it doesn't need a record of what it previously owned, what has been divested, distributed, or whatever.  Just what the trust owns *today*.

Alright fellow AR15ers I jumped on the bandwagon as well but I want the opinions of the hive before I proceed with filling it out so that I do it right the first time. My dad always said a job done half assed is a job not worth doing. I know none of you are lawyers yada yada yada. I've read through the pages and several other sites explaining gun trusts.

With this one there is a Primary Trustee "Settlor", that would be me. Get that ok moving on. My first name is Greg but my legal name is Gregory. Can I use something along the lines of "Full First Name Middle Name Last Name a.k.a. Abbrev First Name Last name ??

County where the Trustee Resides. Currently I live in one county and in a month I'm moving to another. Should I wait or fill out now? How hard is it to change? Is this a revocable trust meaning when you want to change something you have to get court / lawyer approval? How would you go about changing the address? Edit the PDF and get it re-notarized? Would you add some sort of paperwork that shows a change of address? What say you?

Co-Trustees...I'm leaning towards not putting my Wife on it. She isn't real interested in firearms and I feel like if I wasn't around she would just sell them off anyways. I would like to put my Dad in it...the problem is he lives in Illinois. My understanding is that since he is from Illinois he cannot be listed as a Co-Trustee as he would never be able to be in procession of said NFA items? He also cannot be added as a Successor or Beneficiary correct? What if he owns a second home in MO that is not his primary residence? Does that change the circumstances? My understanding is that co-trustees have to be present on notarization? Correct? Along with 2 witnesses or is that some states that require it? What is the process of adding/removing co-trustees? Same as above process i.e. editing PDF or adding some attachment showing removal/addition? Do co-trustees own said property? Are they entitled to anything other than being in possession of said NFA items?

Successor Trustees? What is the difference between that and a Beneficiary? Would like same info on addition/removal and what is the process?

Name of Trust: I have a name in mind but for this particular name however there is a logical abbreviation I would also like to be able to use for the engraving of said lower/etc items. Is it possible to add wording of such in this trust?

My parents have ground in Illinois where I routinely go to shoot. I would be transporting these items there routinely. I know that in Illinois those items are illegal to own if you are an Illinois resident. What is the process for using/transporting those items into Illinois? Is it legal?

Form A. As stated previously you have to add items by reprinting the form and signing it. You don't date it as the date is that of the trust. So each time you want to obtain said NFA item the ATF gets a copy of the trust and this document that outlines what the Trust owns? Correct? I was reading this link: http://www.myguntrust.com/faqs Does the Gun Trust Include an Inventory of the Firearms Assigned to the Trust? This guy seems to have some way around that....if anyone is on the up and up please let me know.

I am in favor of buying said NFA items online as it is a way to save money. Is this process any different?


Thanks in advance for any responses.

Hit man,

When you go to fill out the form on 199tust, you can hit the question mark and most of your questions are explained as far as definitions are concerned.

but as far as when efiling, you have to send in the updated copy? or can i send in the same ol schedule a that just has $1 listed on it everytime even though my personal copy has an updated list of the nfa items?

I fo'd, and got my trust the other day. Looks good as far as I can tell (my degrees are all in the sciences not law, so take that fwiw).

Now a question for you guys that have trusts already. Did you set up a bank acct specifically for the trust, or pay for stamp and NFA fun with personal acct?

Should I set up an acct for the trust, or could I as the settlor just make a note in memo of a personal check that it is for "xyz trust"?

That I don't know.  I intend to send my updated schedule for each new Form.

Yep.  I think I understand it now.

Thank you

When filling out the form to create the Trust, I do not see any sections where I can put $1, a round of .223 etc as property of the Trust.

Does this need to be done as the Trust is created or is this part of the paperwork I will receive once the paperwork is sent to me?

Am I missing something?

Thanks for any help in advance

Its part of the paperwork you receive.

Thank you

Really depends on the unit and staff. As I contractor I had some places help me out, and others give me the cold shoulder. Last year in Bagram the JAG office there had times set aside for civ/contractor assistance.

Can someone tell me if Gearhog takes American Express?

I ordered one, but I'm having buyers remorse. Who exactly is 199Trust.com? There is no background info on their site, and nothing to state that the trust documents were prepared by qualified lawyers for example. All I see is a disclaimer "We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. If you need legal assistance please seek out the help of an Attorney in your area."

If you look up the refund address on their website, it's a private residence.

The Texas corp "199 Document Preparation Services LLC" was formed in 2012, went tax delinquent earlier this year then reformed less than a month ago.

http://www.wysk.com/index/texas/austin/b484t9l/199-document-preparation-services-llc/profile

The address listed on the LLC records is just a corporate service agent as there are over 100 companies listed there.

And the first hit on the name of the LLC managing member is a marijuana arrest from 2008 in Amarillo. Might be a different guy with the same name, but still....

I'm going to ask for a refund and stick with a real attorney.

Also, I saw a mention of a Schedule A in this trust. I've read elsewhere that good NFA gun trusts do not include a Schedule A, as pointed out by this attorney.

http://www.myguntrust.com/schedule-a-question.html

 

 

I highly question the competence of anyone who is advising you to put non-NFA firearms or collectibles etc in your NFA trust.

Right?  This is why I didn't want to go to a lawyer.  I approached 2 different ones, and all they want to talk about is estate planning.  I don't want a trust for my estate planning, and if I do, I will form another one.  I certainly do not want them combined.

Got the trust, can't think of a single way this could have been any easier.

going to a lawyer, he'll copy a generic trust out of westlaw and it won't be tailored for NFA... certainly not for anything close to this price.

...and if your 600$ does get you a NFA-geared trust, you can be sure he doesn't have the ins and outs down as these guys seem to with their FAQ, follow up forms (sent free with trust) etc.

I don't see the problem here.

No shit.  If you want something that is outside of their normal boiler plate routine they are lost and act like you like you have three heads.  That's because many people really suck at thinking

I bought my trust from gearhog on 8/25, used the coupon and submitted the trust info on 8/26, and had my completed trust from 199trust.com on 8/27. Got all the documents notarized on 8/27, and started filling out the eform the next day. Had to download a trial version of adobe acrobat to merge the trust into multiple page pdfs, and fought with the ATF website the whole time.

Did you end up using two witnesses, plus a 3rd person being the notary?

I'm not an attorney, but I'm going to venture to say that if the document requires witnesses, there will be a place in the document for the witnesses to sign, attesting that they judge you to be of sound mind and body, creating the document without coercion, etc.

If the trust was prepared in accordance with the trust laws of your state, and doesn't have a place for witnesses to sign, then you don't need witnesses.

Yes, 2 witnesses (who were also co-trustees) and a bank notary. Easy peasy.

 

Ok this is where I am getting conflicting information.  One notary said they can be one witness and a co trustee the other, one notary said the co trustee and another person, and a third notary said two disinterested parties nowhere on or associated with the trust.

I understand it will vary by state, but these are three different local notaries.  

Whether you need witnesses or not varies by State.

In Ohio, ORC 5804 governs trusts, and makes no mention of witnesses.  Or of notaries for that matter.  A trust can even be verbal, although I doubt the BATFE would accept an oral trust.

I converted the trust .pdf file to Microsoft Word and edited out the witness lines.  Friday my son and co-trustee is going with me to get it notarized.