Archived
Can a beneficiary of a family trust/will request that the details of their inheritance remain private?
Bruce's answer
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Answered on June 17, 2013
Messrs. Pippen and Pankowski have answered correctly. However, it might be possible to talk to the other beneficiaries and get an agreement that...
Archived
Can an appointed Trustee and Beneficiary liquidate assets unilaterally w/o agreement with other beneficiary & division of funds?
Bruce's answer
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Answered on June 17, 2013
Mr. Daymude has given a thoughtful answer. A trustee generally has the power to sell assets and divide the proceeds among the beneficiaries unless...
Selected as the best answer
Does a non-profit fire department auxiliary have to file for a tax exempt status of their own?
Bruce's answer
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Answered on June 17, 2013
An organization that provides funds for a tax-exempt entity is itself exempt under Internal Revenue Code Section 509(a)(3) and, yes, it needs to...
Archived
How do I prevent my child's former foster parent from claiming him on his taxes?
Bruce's answer
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Answered on June 17, 2013
Mr. Daymude has given you excellent advice. You should hire a competent CPA in Palmdale or Valencia.
Archived
I recently received a bill from the Ca, state Tax Board for $1900 from 1990,23 years ago.Do I have to pay over that per. of time
Bruce's answer
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Answered on June 17, 2013
Mr. Nielsen has given you good advice. You should hire him.
Archived
How do I report someone that filed income tax for me when I was incarcerated?
Bruce's answer
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Answered on June 17, 2013
Messrs. Munson and Nielsen have given you excellent advice.
Archived
How hard will it be to prove a lost will?
Bruce's answer
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Answered on June 15, 2013
The Probate Court is interested in fulfilling the trustor's intent. If the court can be persuaded that the copy of the trust amendment is good...
Archived
Father died in CA in 2009 leaving oil/mineral rights to property in Colorado. Can Will still be probated or is it too late?
Bruce's answer
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Answered on June 15, 2013
Mr.. Durr has given you good advice. You may not need to open a probate. California has procedures that are simpler if the property is worth less...
Archived
My name is on my ex husbands will and my 2 stepchildren it was never changed. He married a year
Bruce's answer
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Answered on June 15, 2013
Ms. James and Mr. Shultz have given you good advice. You should hire one of them to protect the interests of your children.
Archived
My brother and sister lived in my mother's house for five years and did not pay the taxes I thought the dee was in their name
Bruce's answer
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Answered on June 15, 2013
Messrs. Haselman and Nielsen have done their best to respond to you. Are the county and city coming after you because you are the executor of your...
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