First, did you or the successor trustee of your mother's trust record a deed for each property in your name? This would be a distribution to you...

And one of those issues that attorney Straus alluded to is property taxes. Under California's proposition 19, the house will automatically be...

Whether to operate as an LLC, corporation, or S-corp.is really a matter to discuss with a C.P.A. Many tax considerations can come up depending on...

Not enough here to answer the question. The issue is what was the basis upon which you executed the cancellation agreement? The answer may tie into...

It does sound odd. Let me ask a few questions: Do you know whether the insurance policy was made an asset of the trust estate with the proceeds...

The key is to figure out what your father's true intent was in making the statements you said he made and do the documents mirror what he said?...

Absolutely yes. Absent a notary the Amendment would be void, and not accomplish what you want to the extent it modifies the trust.

A trust terminates up to 21 years after the trust was made by the creators. Normally however once the assets are distributed out to the...

Calif law has its own state specific laws regarding creditor's claims. At death of the "debtor" the successor trustee and/or executor must give...

The previous law on this issue seems to have changed effective 2013. Under Prop 19 effective February 2021 the current interpretation is that ...