If my dad refinances home and adds sister to mortgage and title, how do other siblings get their inheritances after death?
Stephen's answer
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Answered on January 29, 2022
I agree that an estate planning attorney should be consulted. But just to clarify, your sister need not be on title in order to "co-sign" on the...
Can listing agent claim cost or even commission against remorse seller?
Stephen's answer
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Answered on January 28, 2022
It also depends on the type of listing agreement involved. For example an open listing, an exclusive agency, or exclusive right to sell...
Who is entitled to proceeds from the house that is in a living trust after the grantors have passed away
Stephen's answer
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Answered on January 28, 2022
Attorney Dorfman is right, it all depends on the exact wording in the trust. The "conventional" disposition is when one parent passes the assets...
In California, can I hold title as "unmarried" after legal separation?
Stephen's answer
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Answered on January 27, 2022
I agree with all counsel who indicated that a legal separation does NOT entitle you to take title as unmarried. You are still married albeit...
I believe my father amended his revocable trust under duress, can I have the amendment invalidated?
Stephen's answer
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Answered on January 26, 2022
I think both previous counsel have given you good advice. I notice you said nothing about the trustee's opinion on all this. The trustee may have...
What does the term notwithstanding the forgoing mean?
Stephen's answer
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Answered on January 24, 2022
I totally agree with attorney Mandel's analysis. It is an oxymoron because essentially the trust names the two beneficiaries " to each have a...
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Does a living trust terminate joint tenancy in San Francisco and Oakland?
Stephen's answer
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Answered on January 23, 2022
I'm not sure what the Assessors' Office is talking about, as the trust does not necessarily terminate the joint tenancy (unless) there is language...
EIN and co trustees?
Stephen's answer
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Answered on January 20, 2022
I suggest you each consult with a CPA for the .TIN
What can i do?
Stephen's answer
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Answered on January 19, 2022
Hi, I'm not sure what you mean by your daughter at 18 would be able to "take over the property." Does "take over" mean she would become the title...
S-corp shares and trust. Are the shares placed into the trust or trust becomes beneficiary of trust.
Stephen's answer
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Answered on January 18, 2022
It is confusing the way it is presented. It really depends on the objective of the grantor who set up the trust. You state: " wondering whether...
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