California Estate Planning Legal Questions

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346 legal questions have been posted about estate planning by real users in California. Ask your question and dive into the knowledge of attorneys who handle your issue regularly. Similar topics to explore also include trusts and estates, powers of attorney, and charitable giving. All topics and other states can be accessed in the dropdowns below.
California Estate Planning Questions & Legal Answers - Page 4
Do you have any California Estate Planning questions page 4 and need some legal advice or guidance? Ask a Lawyer to get an answer or read through our 346 previously answered California Estate Planning questions.

Recent Legal Answers

What sort of attorney can get me out of a time share condo?

Answered 8 years and 5 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Depends upon the facts, but unless there was some misrepresentation, you probably are stuck and no attorney can help.? If not, you would see a real estate attorney, especially one who specializes in time shares.? I did get out of one [guy named Steward did it for $1,000], but most companies that say they can help either do nothing or charge a large amount.? There are a large number of scams around involving time shares; do not pay any money upfront.... Read More
Depends upon the facts, but unless there was some misrepresentation, you probably are stuck and no attorney can help.? If not, you would see a real... Read More

What recourse do I have if I have not received a copy of the trust and he has cut everyone off?

Answered 8 years and 6 months ago by Norman Harry Green (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
"he" is statutorily required to give you a notification within 60 days after death. "he" is statutorily required to give you a copy of the trust instrument upon request. You can file a petition in order to force "he" to comply. You can file a petition in order to challenge the trust.
"he" is statutorily required to give you a notification within 60 days after death. "he" is statutorily required to give you a copy of the trust... Read More

on average how much should a power of attorney cost?

Answered 8 years and 6 months ago by Richard Samuel Price (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
It would depend on exactly what is needed and I never make just one document in an estate plan.  There should be multiple documents being created.
It would depend on exactly what is needed and I never make just one document in an estate plan.  There should be multiple documents being... Read More

Shouldn't the attorney make corrections prior to obtaining signature?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
If the attorney adds anything to the same document you signed, either the notarized document is now invalid [not the same document as notarized] and/or nothing added after you sign is valid.? The attorney has the document on his computer and can easily change the spelling of the name [actually, that probably is unnecessary if it is clear that it refers to you banks cash checks all the time where the name of the payee is slightly misspelled or a nick name that you do not use is used].Signing a quit claim deed does not transfer the property to anyone, it merely says you will no longer claim an interest [actually is even narrower than that but attorneys use the broader definition].? So which of the 7 is getting the property and now are you going to be paid when there is no sale of the property that produces money? I do not know much about liens, but I would think if his total assets exceed a certain number they will go after the excess money in the bank account if they are made aware of it.... Read More
If the attorney adds anything to the same document you signed, either the notarized document is now invalid [not the same document as notarized]... Read More

Is it legal for my stepmom to throw me away after my father just passed away?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
You provide too little information for anyone to give a proper answer. If your left a Will, to whom did he leave hi portion of the house to? How was title to the house held if joint tenancy than she got the entire house. If you were not supposed to pay any rent, it is unclear if she has to give you the same legal notice as with a tenant. You need to go to an attorney who handles such matters to see what can be done. She definitely must give you a reasonable opportunity to get the possessions you own.... Read More
You provide too little information for anyone to give a proper answer. If your left a Will, to whom did he leave hi portion of the house to? How was... Read More

If biological mom and step dad buy house and biological mom dies, then years later step dad dies, is stepchild entitled to that home?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Depends; we need more information. If stepDad does not adopt step child, then she would not be his heir unless he so stated in a Will. But depending on how title to house was help, on mother's death natural child might be entitled to part of house [would not if help as joint tenants with right of survivorship, but might if held as private property or community property law]. You need to speak to a probate attorney; they will likely give you a free 15-20 minute meeting where they can tell you what they can do for you.... Read More
Depends; we need more information. If stepDad does not adopt step child, then she would not be his heir unless he so stated in a Will. But depending... Read More

How can I get a copy of my father's will?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Ask the girlfriend for a copy; if she will not give it to you, ask the Uncle if he has a copy or knows which lawyer prepared it. If none of that works, tell the girlfriend you have no choice but to file to probate the Will and perhaps contest it. If you file, the executor/executrix must file the original of the Will with the Court. Realize however, that your father had the legal right to disinherit you so you may have no legal basis to challenge the Will.... Read More
Ask the girlfriend for a copy; if she will not give it to you, ask the Uncle if he has a copy or knows which lawyer prepared it. If none of that... Read More

If my brother died without a will, he has a wife and 2 legal children, what rights do I have as his sister?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
You have no legal rights. If the photos were in the possession of your parents and you were an heir, you could have argued you were entitled to a share of them, but this late you are barred by not making an earlier claim. So you have to try to be nice to the widow, but I suspect neither one of you liked the other before he died.... Read More
You have no legal rights. If the photos were in the possession of your parents and you were an heir, you could have argued you were entitled to a... Read More

If we have no communication from sister, the executor of my motherโ€™s will, what recourse do we have?

Answered 8 years and 6 months ago by Georges Herman Shers (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Has she been appointed by the court to be the administrator of the Will; being named in the Will gives you almost no actual power. Tell her if she does not contact everyone within the next 5 days you will file to probate the Will and have someone else appointed to handle the distributions. If she was appointed by the court, tell her she is legally required to provide certain information and if she does not you will ask the court to appoint someone else.... Read More
Has she been appointed by the court to be the administrator of the Will; being named in the Will gives you almost no actual power. Tell her if she... Read More

Could we have my wife as one of the witnesses on the paperwork?

Answered 8 years and 6 months ago by Kimberly Ann Fives (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
While it is true a witness can be an adult who is not a beneficiary of the will it is good practice to have it notarized. Since she indirectly benefits from any bequest made to you if someone were to challenge the validly of your witness' objectivity and suitability as a witness - would be cleaner to have will notarized.... Read More
While it is true a witness can be an adult who is not a beneficiary of the will it is good practice to have it notarized. Since she indirectly... Read More

How can I cash the checks as his widow husband?

Answered 8 years and 6 months ago by Patrick William Currin (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
You need to become Administrator of her estate in a probate case. Find a lawyer who does probate.
You need to become Administrator of her estate in a probate case. Find a lawyer who does probate.

What happens if he dies and I am not in will and would I get what is promised in prenuptial upon death?

Answered 8 years and 6 months ago by Patrick William Currin (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Unless specific prenup applies in case of divorce only, not death.
Unless specific prenup applies in case of divorce only, not death.

How to cancel timeshare contract?

Answered 8 years and 7 months ago by Georges Herman Shers (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
You have to look at the contract you signed to see how it can be canceled. Your state might have additional rules but if you signed the contract while out of state the other state's laws might apply. In California, you would have only a few days at best [3 business days]. Normally it is very difficult to void timeshare contracts as that is how the resort makes its income [plus annual membership fees]. You would have to show fraud, misrepresentation, etc, if the resort was not willing to cancel, but even then it would probably charge you a fee to do so. there a large number of companies who advertise they can get you out of the time share interest, but you have to either pay them several thousand dollars or they will just list the property and wait for someone to buy it on the after sale market [where the cost is often less than 50% of what the resort charges]. Many of these companies do absolutely nothing to market your time share interest.... Read More
You have to look at the contract you signed to see how it can be canceled. Your state might have additional rules but if you signed the contract... Read More

What can my three siblings I do to avoid adding my cousins on the deed to the home we grow up in?

Answered 8 years and 7 months ago by Norman Harry Green (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Did either of your parents have wills? Assuming they did not, why would your cousins have any interest in your father's property? His heirs were your mother and his children, not his brothers or their children. Your mother's heirs are her children. Hire a lawyer, and administer your mother's estate.... Read More
Did either of your parents have wills? Assuming they did not, why would your cousins have any interest in your father's property? His heirs were... Read More

Do you always need probate court?

Answered 8 years and 7 months ago by Edwin K. Niles (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
You mention a trust. One of the purposes of a trust is to avoid probate. However, the successor trustee should see an experienced lawyer who can guide the trustee through the administration.
You mention a trust. One of the purposes of a trust is to avoid probate. However, the successor trustee should see an experienced lawyer who can... Read More

Is a Grant Deed valid if the APN is wrong and the Grantor's name is misspelled three times?

Answered 8 years and 7 months ago by Kimberly Ann Fives (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Your question is missing a bunch of info. You should seek legal counsel immediately in order to challenge the validity of the transfer of the house.
Your question is missing a bunch of info. You should seek legal counsel immediately in order to challenge the validity of the transfer of the house.

What are my rights if there's no will or living trust and the home is under a single sister and is evicting me?

Answered 8 years and 7 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
You already asked this question and still do not give enough details for us to know the actual situation.
You already asked this question and still do not give enough details for us to know the actual situation.

Can employer take my fatherโ€™s pension since he owe him?

Answered 8 years and 7 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
There are attorneys who specialize in employee benefits [I know of at least one in San Francisco] on behalf of the employee. ?Your case is complicated because you may have discovered a fraud, there may have been an oral contract, several statutes of limitations [time deadlines to file suits], violations of federal law, etc.... Read More
There are attorneys who specialize in employee benefits [I know of at least one in San Francisco] on behalf of the employee. ?Your case is... Read More

What do we need to do to maintain ownership of the 3 foot strip of land?

Answered 8 years and 7 months ago by Patrick William Currin (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
To claim adverse possession the claim must be adverse to your interests. If you sell an easement or grant permission the claim loses this aspect and is invalid.
To claim adverse possession the claim must be adverse to your interests. If you sell an easement or grant permission the claim loses this aspect and... Read More

What do I do if my grandma verbally gave me her car but itโ€™s not in the will?

Answered 8 years and 7 months ago by Kimberly Ann Fives (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
You cannot challenge a will simply because you were expecting to get something and didn't. Unless you suspect fraud, or challenge the will on other grounds you may be out of luck. Perhaps you can trade something of value with the holdout sibling and get the vehicle.
You cannot challenge a will simply because you were expecting to get something and didn't. Unless you suspect fraud, or challenge the will on other... Read More

What do I do if my grandma verbally gave me her car but itโ€™s not in the will?

Answered 8 years and 7 months ago by Patrick William Currin (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
Oral promises and the wishes of other family members do not determine gifts in probate.
Oral promises and the wishes of other family members do not determine gifts in probate.

What do I do if my grandma verbally gave me her car but itโ€™s not in the will?

Answered 8 years and 7 months ago by Georges Herman Shers (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
You have to see what the Will says as to who gets the car and then negotiate with them, before probate closes., as to who will get it.
You have to see what the Will says as to who gets the car and then negotiate with them, before probate closes., as to who will get it.

How would my son inherit from my mother and my stepfather?

Answered 8 years and 7 months ago by Norman Harry Green (Unclaimed Profile)   |   3 Answers   |  Legal Topics: Estate Planning
Ideally, they would name him in their wills or a trust. If they have named you as a beneficiary, you might be able to disclaim and have it go to him, or you might assign your interest to him, depending on fact and circumstances. Such as, what do their documents say, and do you have other children?... Read More
Ideally, they would name him in their wills or a trust. If they have named you as a beneficiary, you might be able to disclaim and have it go to... Read More

Can a partial distribution of trust asses be made without a 30 day waiting period?

Answered 8 years and 7 months ago by Georges Herman Shers (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Estate Planning
Yes, California law does require notification to the other beneficiaries as perhaps some of them might have a superior right against heirs getting home to collect their share of the estate.
Yes, California law does require notification to the other beneficiaries as perhaps some of them might have a superior right against heirs getting... Read More

Do I get my fatherโ€™s half if ex stepmom wants to sell?

Answered 8 years and 7 months ago by Edwin K. Niles (Unclaimed Profile)   |   2 Answers   |  Legal Topics: Estate Planning
Did dad have a will? A trust? How does title stand?
Did dad have a will? A trust? How does title stand?