We want to remove son and add our daughter to joint tenancy of house.
Great question - many technical issues that may or may not have tax or economic consequences. First off a grant deed to you from your son (JT). ...
Santa Monica, CA
Probate Lawyer at Santa Monica, CA
Practice Areas: Probate, Estate Planning, Trusts
Great question - many technical issues that may or may not have tax or economic consequences. First off a grant deed to you from your son (JT). ...
I'd first make a demand for an accounting in writing - specify the time period and I assume it has been over a year since the trust was created. ...
MN law i cannot give you an opinion on. But FYI, under California law, disposition of the body remains is controlled by the agent that is named in...
Another important point you should keep in mind is that when litigation serves to preserve or increase estate assets a "common fund doctrine" may...
Your sensitivity to wanting to clarify that your residence is community property is well founded. Your two step process accomplishes that...
If your real question is when can you, as executor/administrator can make distributions, you'll need a court order. if Kern County is anything...
Fraud is the obvious part. A wrongful taking from a trust can result if double damages - so if he took $80M he can be required to return the $80M...
You may be successful in contesting the reassessment if your trust specifies that your separate property outside the trust is separate property...
Trusts are not required to be notarized in CA. If it were a deed it may be a void instrument.
No - she is not required to use the drafting attorney.