San Francisco Estate Planning Legal Advice (69 found)

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Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

The answer depends on how the accounting was presented to you in the first...
Steve Fromm
Steve Fromm's answer
Contributor Level 7

The prior attorney gave you excellent advice. However, the only other point...
Question

Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

With a trust that still has that much in assets, you will need to petition the...
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

As Mr. Lively indicated, you will need to petition the probate court to...
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Kevin Paul Smith
Best Answer: Kevin Paul Smith's answer
Contributor Level 6

Pet Trusts are now allowed in California. Contact an estate planning attorney...
Thomas Glenn Martin
Thomas Glenn Martin's answer
Contributor Level 5

Pet trusts are now enforceable; prior to Probate Code Sec. 15212, (see http://...
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Paula Ann Clarkson's answer
Contributor Level 3

Based on the terms, I am assuming that your parents had a trust and that your...
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

As Ms. Clarkson said, it's possible for you to petition the court to have the...
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Steven Alan Fink
Steven Alan Fink's answer
Contributor Level 8

Keep the security deposit and sue her in small claims for the balance. The...
Pamela Koslyn
Pamela Koslyn's answer
Contributor Level 10

You'll have to find her to serve with with a Small Claims suit, but the post...
Pamela Koslyn
Pamela Koslyn's answer
Contributor Level 10

Yes, but you have to comply with several CA laws One requires that you give the...
Frances Miller Campbell
Frances Miller Campbell's answer
Contributor Level 7

Sure, you can sell your property before the lease term ends. The buyer will be...
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Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

If you are an heir or beneficiary, you are legally entitled to get a copy of...
Question

Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

Typically no, unless there are insufficient funds to make it cost effective to...
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

California probate code section 15403 permits an irrevocable trust to be...
Question

Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

If the trust is a "revocable" trust (a/k/a a "living" trust), then California...
Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

I agree with Ms. Brewer. It depends on the type of trust and the method of...
Question

Dana Howard Shultz
Dana Howard Shultz's answer
Contributor Level 7

LLC operating agreements often include restrictions on the transfer of...
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

If the insurance was only payable to a registered domestic partner or a child...
James P. Frederick
James P. Frederick's answer
Contributor Level 7

I am very sorry to hear of your loss. Since all of the assets would...
Phillip Clarence Lemmons
Phillip Clarence Lemmons' answer
Contributor Level 4

Ask for a copy of your father's estate planing documents (will and trust). See...
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

Probate Code section 16061.7 gives you the right to receive a copy of the trust....
Phillip Clarence Lemmons
Phillip Clarence Lemmons' answer
Contributor Level 4

You could always consider contesting the trust.
Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

A trust does not "nullify" a will. However, when someone creates a trust, they...
Phillip Clarence Lemmons
Phillip Clarence Lemmons' answer
Contributor Level 4

Q. 1 - it could, you would have to read the trust. Q. 2. - a trustee only...
Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

I am not sure from your question how you lost guardianship in the first place,...
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Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

What is a prime directive? Are you referring to an advance health care...
Peter Robert Stone
Peter Robert Stone's answer
Contributor Level 7

The health care directive can be signed by two witnesses or notarized.
William Joseph Kelly
William Joseph Kelly's answer
Contributor Level 4

You can remove the unit from the rental market as provided for in ยง 37.9 (13)...
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Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

California Probate Code section 21110 provides that if a beneficiary does not...
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Janet Lee Brewer
Janet Lee Brewer's answer
Contributor Level 7

Absolutely do NOT have your will notarized!!! California does not recognize a...
Brian Richard Dinday
Brian Richard Dinday's answer
Contributor Level 8

You need two witnesses who do not take anything under the will. They need to be...
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Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

I don't think she will get far with this one. It is an oral agreement, if...
Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

I don't think she will get far with this one. It is an oral agreement, if...

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Henry Daniel Lively
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