Although you can theoretically name our Living Trust as the beneficiary of an IRA or Qualified Retirement Plan ands still preserve the valuable...

Let's be really blunt here, to keep you out of trouble. If you put your cash in a safe deposit box and apply for Medi-Cal without disclosing it to...

California living trust administration: to whom (besides named beneficiaries in the trust) must a copy of the trust be given?

California Law requires that the person named as Executor lodge a decedent's will with the Superior Court. This requirement does not apply to a...

If your trust is a Revocable Living Trust, your bank is wrong. There is no registration process. One of the great advantages of a Living Trust is...

WHAT IS BETTER TO DO, A WILL OR A LIVING TRUST AND WHY?

In most cases, a Living Trust is a much better solution than a Will in California. This is most obviously true if the total value of the assets...

Once you place real property into a trust, can you take it out?

My colleagues are correct. If the trust was revocable, the your grandmother had the right to do what she did - not because she was trustee (unless...

Even though the Power of Attorney has been revoked by divorce, under these circumstances your fiancé should also sign a document confirming that...

Does next of kin supersede a non-family, non-blood relative in California, even if people live together for over 20 years?

There is no common law marriage in California. Claims by live-in partners usually have to be based on a sort of contract theory. This is the...

Be careful, however. The Small Estates Affidavit is very useful in avoiding probate, but may only be used if the total value of the assets which...