• 06-02. Proposed Revision. September 15, 2023. NOTE: This draft was prepared by Upton & Hatfield and has never been signed. Amory Logan said in an e-mail on November 20, 2023: The 2023 deed of gift was prepared by U&H because the lawyers there weren't aware that you had already assigned all your tangible belongings to the 347 Main Street Trust. You definitely do not need to execute it.
     At the moment the 2011 document (below) is still in effect. Amory says in the same e-mail: Further, Mary Ann suggests you revoke the 2011 deed of gift. She can draft a revocation and also ratification that all your tangibles are held by the 347 Main Street Trust. We'll send it over as soon as she can draft it. You already have a schedule of trust assets (the last page) in your 347 Main Street Revocable Trust that states that all personal property is held by that trust.

• 06-01. Most recent version. May 23, 2011. Signed copy in Loose-leaf binder. Original: LWC