Property will be transferred from a trust to a beneficiary and we want to avoid a property tax reassessment.

This may be accomplished but I would strongly recommend the aide of an attorney. Very generally stated- if the trust has other assets that your...

We have a developmentally disabled daughter who is receiving proper ss, etc benefits. We have a special needs trust set up.

Contact the attorney who drafted your daughter's special needs trust- or another estate planning attorney who really knows the ins and outs of...

Responding to Probate Notes? Can I respond by make changes to doc with action done and attaching them to Pleading paper?

I am not sure what the probate note is in response to - if this is in response to the Petition for Probate followed by the required notice of...

To depreciate or not? LLC or TIC? 1st yr out of trust for inherited rental home. Best way to lower taxes?

You received the home at the fair market value at the time of inheritance from your dad (basis). Zillow is truly an inaccurate representation of...

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My father had my sister listed as executor in 1996. He made me successor trustee in 2010. Which counts now that he's passed away

Typically here in California when you execute a trust document you will also exeucute a will at the same time - Perhaps your father had only a will...

I am in a CONTINUING CARE facility. My husband has dementia, but is gentle, The facility Director INSISTS he be put in MENTAL P

I am so sorry to hear of your husband's hurdles. Care facilites have levels of care - dementia typically puts the resident into a higher level of...

Can a beneficiary have property which is given to them, transferred directly into a LLC?

If you are a trust beneficiary - the Trustee should to protect himself/herself have the property transfered to you as the named beneficiary. If we...

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Is my estate subject to federal or state estate taxes?

Absolutley seek an estate planning and CPA's counsel - there are defintiley tax implactions here

Are there any options to paying out assets from trust to immature beneficiaries?

Depending on clauses within the trust document - if there is no provision for a required age for distribution - if the beneficiary is over the age...

Is a bank account in my father's personal name a trust or probate asset?

First of all- can you contact the Attorney who drafted the trust document - he/she should have a copy or perhaps a duplicate original of the will. ...