Archived
Have a meager to moderate amount of assets. Have read that a Living Trust is better than a will for estate planning. true? when?
Stewart's answer
|
Answered on March 04, 2011
You have two primary options: (1) a living trust (with a pour-over will), or (2) a stand-alone will. The cost for a basic living trust runs...
Archived
If a will is in a trust, do I have file it in court?
Stewart's answer
|
Answered on March 03, 2011
Yes, the original Pour-over Will needs to be lodged (filed) in the county probate court where your mother died. Don't mistake this for filing a...
Are heirs at law entitled to see turst and will if they are not named as beneficaries?
Stewart's answer
|
Answered on March 03, 2011
The answer to your question is likely "yes" you have a right to receive the Trust document.
California Probate Code section 16061.7 requires a...
Archived
When considering living trusts is there is a tax advantage when placing financial assets like bank accounts in a trust?
Stewart's answer
|
Answered on March 03, 2011
There is no tax advantage for placing financial assets, like bank accounts, in a living trust. You treat these bank accounts the same way you did...
Does the petitioner need to appear at the initial probate hearing?
Stewart's answer
|
Answered on March 03, 2011
The short answer is "yes", the petitioner should appear at the initial probate hearing (I can't think of a good reason for a petitioner not to show...
Should I record my living trust with the county recorder? What are the pros and cons to this?
Stewart's answer
|
Answered on March 02, 2011
No you should NOT record your living trust with the county recorder. If you want to make sure all of your real property is funded into the trust,...
Archived
Is an estate planning attorney required to keep an original copy / photo copy of the trust he/she created?
Stewart's answer
|
Answered on March 01, 2011
In short, no, an attorney is not "required" to keep the original or a copy. In my experience most attorneys do keep either the original documents...
Archived
My grandmother left her dauther which is my mother a trust account grandma passed in 1994 my mom passed in 2010.
Stewart's answer
|
Answered on March 01, 2011
If I understand your question, your grandmother had a bank account that names your mother as beneficiary of the bank account on your grandmother's...
Archived
Can I respond to the answer to a complaint(Civil Limited) In Ventura Superior Court. I want to respond to there general denial
Stewart's answer
|
Answered on February 28, 2011
California has a procedural two by four by the name of Form Interrogatory 15.1 to deal with bad faith general denials and affirmative defenses. It...
Selected as the best answer
Archived
If i was told by conservtor that i was revoked as a sucessor truste but thier no documentation stating thes fact
Stewart's answer
|
Answered on February 28, 2011
Another option you can try is to send "Statutory Notice" in accordance with California Probate Code section 16061.7. to each of the Trust's...
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained