471 legal [2, *]questions have been posted about trusts and estates 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 powers of attorney, charitable giving, and asset protection. All topics and other states can be accessed in the dropdowns below.
Recent Legal Answers
Your situation is complex and requires the advice of a competent attorney experienced in trust administration. There are many duties as trustee... Read Answer
As trustee, your sister has the legal authority to manage your mother's trust and all the property in it. I believe if you enter the house, you... Read Answer
If the trust owns only half the house, who is expected to pay the tax for the other half of the house? Perhaps you can charge rent for the use of the... Read Answer
I am sorry for your loss. Generally a trust can not be changed, after death, without court approval. However, it sounds like the problem is the house... Read Answer
She can certainly try to contest it, but she will likely be unsuccessful unless she has some evidence of fraud or undue influence. You should... Read Answer
The estate pays the estate tax. Beneficiaries are not responsible for the estate tax. You ought to find a competent CPA with experience... Read Answer
If your son in law is not asking you to commit fraud or otherwise deceive the court in ways you are not permitted, then there should be no problem.... Read Answer
Fraud is grounds to remove a trustee. You have to bring a court action proving your allegations if you want the trustee removed. If a... Read Answer
Although you might technically be appointed on the day of the hearing, you'll likely have a tough time convincing banks, brokerages, and escrow... Read Answer
I would contact the old attorney to see if they have a copy; they should. Either way a restatement of trust will cure the problem. Contact an... Read Answer
A revocable trust may be revoked, certainly. If you have transferred property into that trust, then you'll need to transfer it back to yourself... Read Answer
The proper way should have been to amend and restate the old trust. But even though that was not done, the new trust nevertheless supersedes... Read Answer
It is really difficult to comment and that portion of language in the trust without seeing the document to know its proper context. I would suggest... Read Answer
The practical reality is you can not do a committee. The problem is that very few banks have capabilities to require dual signatures. So one person... Read Answer
It seems like 2 deeds are needed: one to complete the transfer to the surviving spouse and then one more to transfer the survivor's interest to the... Read Answer
There should not be a different income tax treatment whether in the trust or not in the trust when sold. Either way the capital gains tax is based on... Read Answer
You are certainly enetitled to the portion of the 401k that accumulated during your marriage but his child may be entitled to the portion accumulated... Read Answer
The letter ought to be taken to an attorney you find on this website for analysis. You left out too many facts for anyone on this site to be... Read Answer