Trust update question after marriage - Page 1

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[ARCHIVED THREAD] - Trust update question after marriage

Posted: 2/9/2018 9:30:58 AM EDT

My wife is co-trustee on my trust and still legally had her maiden name when we created it.

I was about to fill out 2-3 more form 1's since the updated system and realized I would probably need to amend my trust to reflect her taking my last name?

Is that accurate or can I still have her get fingerprints/photos and just put her full name/maiden name on the responsible persons form?

Posted: 2/9/2018 12:32:50 PM EDT

[#1]

Wonder if you could leave it as is and just include a copy of your marriage license when you send in the trust?

Posted: 2/9/2018 1:03:48 PM EDT

[#2]

Quote History

Quoted:
Wonder if you could leave it as is and just include a copy of your marriage license when you send in the trust?

View Quote

Not sure, hoping someone will step in who's been there done that lol.

Posted: 2/9/2018 4:17:24 PM EDT

[#3]

Seems to me the easiest thing to do is add a simple amendment to the trust to the effect of:

"Due to the party's legal name change due to marriage, all preceding references to "Jane Abc" shall henceforth apply to "Jane Xyz".

IANAL, but something like that is what I would do.

Posted: 2/9/2018 10:00:13 PM EDT

[#4]

Quoted:
My wife is co-trustee on my trust and still legally had her maiden name when we created it.

I was about to fill out 2-3 more form 1's since the updated system and realized I would probably need to amend my trust to reflect her taking my last name?

Is that accurate or can I still have her get fingerprints/photos and just put her full name/maiden name on the responsible persons form?

View Quote

That is accurate, an amendment will be needed. My wife and I are in the same situation and just filed our first post-41F forms. We were not told this by the ATF, but by Silencer Shop, and then again by our attorney when we followed up with him.

Posted: 2/10/2018 12:39:21 AM EDT

[#5]

Quote History

Quoted:
That is accurate, an amendment will be needed. My wife and I are in the same situation and just filed our first post-41F forms. We were not told this by the ATF, but by Silencer Shop, and then again by our attorney when we followed up with him.

View Quote

A friend of mine seems to think that you can simply edit your trust information without putting in an amendment.

Is that true?

Posted: 2/10/2018 11:28:11 AM EDT

[#6]

Quote History

Quoted:

A friend of mine seems to think that you can simply edit your trust information without putting in an amendment.

Is that true?

View Quote

That may be true. I'm not a lawyer. We chose to take the guaranteed safe route in the interest of not having a form kicked back or having future trustees run into legal troubles.
If you go that route, keep us all posted on the results. It might be interesting

[ARCHIVED THREAD] - Trust update question after marriage

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