Estate attny wants me to sign settlement before making further distributions?

Ditto the prior thoughts. Voluntary waivers or agreements may be exeucted by beneficiaries however, the withholding of distributions may not be...

Selected as the best answer

My mother just passed away and left my sister and me two houses and money . How do we begin the acquisition of assets? It's splt

It's all dependent upon whether or not it was held in your mother's name as a trustee of her "revocable trust", your mother's name individually or...

Do investments with the right of survivorship need to be recaptured into a living trust?

The "agent" for the trust is a bit confusing and when you refer to "us" it sounds like family. The "trustee" is the one that should be contacting...

How do I transfer our home out of a revocable trust that my husband is the trustee of, to his name?

Assuming the facts you say are true, an interesting thing happens when all three "hats" of a trust are in the hands of one person. The "doctrine...

Can a heir sue the trustee for ownership of house after the 120 day notice was sent & went by ?

There are two different matters here. The notice required under 16061.7 of the CA Prob Code, if that's what you're referring to, addresses the...

What are my options, with my brother going against my moms living trust

In CA execution of documents requires a given level of capacity. Capacity to contract is a higher threshold than that that of making a will. I'd...

Is a lifetime transfer made w/I a yr of the death of the deceased part of the estate?

Asking whether or not the funds were part of the estate makes me think that there may have been a taxable estate. If there was a taxable estate...

I am creating a trust for myself and spouse. I would like to create a basic living trust to avoid probate for our house and what

Yes, the name of a trust can be whatever you choose to name it. A street, a gem, a tree, whatever. However, trusts do not own assets, trustees own...

I live in So-California. Wish to know: can a will trump a trust written prior to the wil?

One sure way for the trustee of the trust to protect him/herself is to petition a superior court for confirmation of the action and/or...