My father's estate was defrauded with embezzlement of $21,000 before my father passed away thru ATM machines,.
Michael's answer
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Answered on October 22, 2013
These are sad facts. I too don't see any specific legal question. Perhaps the thing to do is to sit down with a Litigation attorney and discuss...
Archived
Can trustee sell assets with "payable on death" beneficiaries before the trust owner dies?
Michael's answer
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Answered on October 22, 2013
Best bet: have a California attorney review the POA and the Trust document and give you guidance.. You may also want to sit down with her and have...
California trust taxes
Michael's answer
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Answered on October 21, 2013
Bruce gave a very good and complete answer. Bottom line: sit down with a California-licensed tax attorney. See Avvo.Com under Find-A-Lawyer. Good...
Archived
Do I need to notify CA Dept of Corrections VCGCB if an inmate is receiving an inheritance outside probate (irrevocable trust)?
Michael's answer
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Answered on October 21, 2013
Yes, you do. Please take action - it can help compensate the victims. Best of Luck!
How can I get more real estate asset protection.
Michael's answer
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Answered on October 21, 2013
Take a Look @ the Video I'm attaching. Perhaps it can be of help. My colleague is correct that a combination of entities usually works better than...
Archived
Can a trust have lifetime noncharitable beneficiaries & a remainder charitable beneficiary yet not be a Unitrust (or CRAT)?
Michael's answer
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Answered on October 19, 2013
This is an admirable and legal purpose for the use of his Estate. The person who is the executor has a key role to play, especially as family...
Archived
I beneficiary of irrevocable trust, A/B, mother died 18mos. ago and no accounting provided, am i entitled to accounting.
Michael's answer
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Answered on October 19, 2013
Normally in an A/B Living Trust the Grantors (in this case both Dad & Mom) are the Co-Trustees and also the PRIMARY Beneficiaries until the death...
Archived
I want my car but he said he sold it and now he thinks all is his. I WANT MY CAR! This is the third car he has take from mom
Michael's answer
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Answered on October 17, 2013
This doesn't seem like an Estate Planning question and the facts as laid out are very jumbled. Sorry.
What are the tax ramifications for life estate remainder owners when the property is sold before the life estate owner dies?
Michael's answer
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Answered on October 17, 2013
I concur with my colleagues. You need to understand the split of interests in the real estate and also the tax consequences. See Avvo.com under...
Archived
Can my wife sell me her house and it be legal?
Michael's answer
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Answered on October 17, 2013
Assuming title is clear and the transfer was by deed that was then recorded with the County Recorder, the 'sign-over' is legal, from one owner to...
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