Beverly Hills, CA
Estate planning Lawyer at Beverly Hills, CA
Practice Areas: Estate Planning, Probate
Determine whether plan was created or amended when creator's ability to understand it is in question If the creator of the will, trust or amendment, at the time the document was signed, had any menta...
See Full GuideDetermine whether trust was A/B Trust or Disclaimer Trust In an A/B Trust, the amount that the first spouse to die could pass on without being subject to estate taxes is typically allocated to an irr...
See Full GuideMake sure insured did not retain rights in the trust that would cause it to be included in his estate The simplest form of irrevocable trust is one where the ultimate beneficiaries, in many cases t...
See Full GuideDetermine federal estate tax exemption The federal estate tax exemption is the amount a person can die with in a given year without having to pay federal estate tax. Determine prior taxable gifts Gif...
See Full GuideDetermine whether power waives principal's privacy rights under HIPPA. HIPPA is a federal law pertaining to health care privacy rights. To comply with this law, a health power can waive the principal...
See Full GuideDo you trust your agent? Since a power of attorney for financial matters is arguably a license to steal, does the principal (the person who gives the power) trust the agent (the person who receives t...
See Full GuideObtain copy of beneficiary designation form. The person who established the IRA had the right to designate a primary beneficiary and a contingent beneficiary. Before options can be addressed, a copy ...
See Full GuideCheck section of the trust pertaining to death of first spouse. There is a section (or sections) of the trust that spells out what happens to the trust when one spouse dies. You should thoroughly rea...
See Full GuideCheck name of borrower on new deed of trust. When you get a new loan, there will be a new deed of trust securing it. That deed of trust will list the name of the borrower. If it shows your name indiv...
See Full GuideRequest copy of old beneficiary form and a blank beneficiary form. Call the bank, broker, employer or insurance company and ask them to send you a copy of the beneficiary designation form they have o...
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