Question: please discuss the steps you would take with a new client (married couple with real estate, stocks, bonds, retirement accounts, cars, multiple checking and savings

please discuss the steps you would take with a new client (married couple with real estate, stocks, bonds, retirement accounts, cars, multiple checking and savings accounts, life insurance and a promissory note) to transfer everything into their Trust for the benefit of their three adult children. The couple (married over 30 years) wants everything to be treated as community property although both inherited real property as separate property.

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