A dying mother, wanted her daughter and I, to sign the will. It changed stating that the daughter would be Executrix ,

Generally, a required (one of two in California) witness cannot be a beneficiary. If she got anything more than she would have under an invalid...

Does the tax assessors office have time limits on completing Claim for Reassessment Exclusions? Been 20 weeks.

Depending on the county and their back log, they process it differently. The LA county takes months. OC sometimes takes about two weeks or so now....

My attorney filed a complaint in 2011 based on my power of attorney which stated it was in force till death mentally incompetent

Please review the facts once more and post a new question, some of us should be able to assist. Good luck.

How are assets transferred (months after) after consevatorship has been terminated?

I agree with Attorney Christine James . A copy of the court order should clear things up. Also, the fee is paid only once.

Do I pay taxes on account that I am POA on when I transfer 30,000.00 to another account?

I second the advice given by my colleagues. The answer is NO.

Someone worked full time for over 20 years but never filed an income tax return. Can any charges be filed against him?

In addition to what my colleague advised, I like to add that if you owe the IRS, the statue doesn't run on non-files tax returns and you must pay....

Tax Q: Need help determining whether inside sales rep can be 1099 versus W-9 employee?

I have handled these case since 1992 and many times people who issue 1099 get in trouble because they mis-classify their employees. Even if the...

Power of attorney

If the title to the house is taken under "community property (CP) with the right of survivor-ship(CPWTRS)" or joint tenancy (which has tax...

I agree with both of my learned colleagues on their advice. Generally, it is a complex formula and facts and circumstances are taken into...

Estate plan included Family Trust, Living Trust, and a Will. Which one trumps all? California law...

Any property no included in the trust may have to go through probate, because chances are that their fair market value exceeds $150 K . This is the...