It appears 3 out of 4 counsel misread the question. The author states the property was held as tenants in common, not joint tenants. So assuming...

First of all a Power of Attorney is not a vehicle by which one can transfer ownership of property to another. So whoever told you that is...

Please address your question to your tax C.P.A.

Agree with previous counsel. You should not sign anything without having the document reviewed by an attorney versed in real estate and easements.

1) Can this be accomplished with my SMLC with a joinder agreement or amendment? In my opinion No. There has to be a "transfer" of either the...

Very good question. All assets and accounts (except as referenced below) should be transferred, assigned, and otherwise placed in the trust. I...

The answer is Yes, beneficiaries have the right in California to petition the court and invoke the court's jurisdiction to oversee, order tests,...

I think you need to explain what you mean by the word "shares." I can tell you if your intent is to give this person a 1/2 ownership interest in...

Setting up a trust is probably the best way to go because it will save your heirs time in having to go through probate court procedures for...

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I think attorney Areshenko has given sound advice.