Does a community property that is transferred to a revocable living trust remains community property during the marriage?
Dawn's answer
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Answered on June 21, 2023
It appears that you have purposely emphasized your desire to maintain the real property your question pertains to as community property. If you...
Can a POA write checks to pay Trustee expenses and medical care if incompacitated?
Dawn's answer
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Answered on June 16, 2023
Serving as a trustee is separate and distinct from serving as an agent under a power of attorney. If your father's financial power of attorney...
What would make my grandmother's durable power of attorney void?
Dawn's answer
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Answered on June 16, 2023
I would suggest going back to the bank with a certified copy of your marriage certificate and having the personal banker send it off to their legal...
Creating a living trust that functions as community property with right of survivorship
Dawn's answer
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Answered on May 17, 2023
I would strongly suggest scheduling a trust consultation with an estate planning attorney. If you don't understand the document you are drafting,...
What procedures and forms are required in California upon the death of a trustee of a trust holding property?
Dawn's answer
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Answered on May 17, 2023
I would strongly recommend an attorney consultation. Although there are general procedures, there is no "standard" administration. I agree with...
Trust as beneficiary in a CD?
Dawn's answer
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Answered on January 20, 2023
Typically banks will title a CD in the name of a trust. You may want to speak to a manager at the bank and confirm the information you received. ...
Archived
Can I petition the court about trust mismanagement under PROB17200 while my mother is alive but lacks legal capacity?
Dawn's answer
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Answered on April 29, 2021
Your question would require the review of the cases and petitions in order to accurately answer.
Can a co-trustee who is also a beneficiary delegate trustee duties to a relative?
Dawn's answer
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Answered on January 29, 2020
Depending on the terms of the trust you may be able to name a successor trustee. You will have to look to the trust document. You may also be...
Has the title of my house been changed without my knowledge ?
Dawn's answer
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Answered on January 29, 2020
If title was in YOUR name, you would be the only person that could sign a deed changing ownership. If your step-mother changed title to your...
Do the three agents listed in my moms power of attorney need to sign her checks
Dawn's answer
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Answered on January 29, 2020
The document will dictate the terms. Based on the very limited information provided within your question- If you are named as the sole agent then...
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