Archived
My sons just inherited a property from their grandmother want to transfer into a living trust will there by any issue with taxes
Armen's answer
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Answered on April 30, 2015
There will be no tax issues as a result of your sons transferring their respective interests into their trusts.
However, there are a couple of...
Archived
What type of lawyer do I need to verify my mothers Will was executed legally ?
Armen's answer
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Answered on April 30, 2015
You need any attorney who practices Probate.
Why have you waited 3 years from your mother's date of death to pursue this?
Good luck.
Archived
My father wants to pass his only property, his house, while he is still alive in order to avoid after death transferring costs
Armen's answer
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Answered on April 29, 2015
If your father still has capacity to execute a trust (he needs capacity to execute a deed anyway), this would be the better way to go.
First, it...
I got an accounting from the trustee of the trust I am a beneficiary of. Should I object to it?
Armen's answer
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Answered on April 29, 2015
3 years is the default statute of limitations under the Probate Code. However, if the Trust itself allows it, this time period can be reduced to...
Archived
Reality and trust
Armen's answer
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Answered on April 29, 2015
You have not provided sufficient facts.
Generally speaking, the title on the property will control its disposition. The Trust can only dispose of...
Mu father disinherited my brother from his will and living trust. If I file a conservatorship, do I have to notify my brother?
Armen's answer
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Answered on April 28, 2015
Yes. In California, when you file for a conservatorship, you must notify the relatives of the proposed conservatee within the second degree. This...
Archived
Exactly what must I do to properly object to a proposal in Pet.for Instr. by trustees in CA Probate-Decedents Estates court? Thx
Armen's answer
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Answered on April 25, 2015
You must file a timely objection to the petition for instructions. If you cannot do so personally, hire an attorney to assist you.
It is unlikely...
Probate Issue: The family trustee has intentionally undervalued property in the trust I believe for his personal gain.
Armen's answer
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Answered on April 25, 2015
When you say "probate issue," do you mean that there is a probate open for this estate? If so, the probate court requires an "Inventory and...
Archived
My parents set up an A-B marital trust in California in the 1980s.
Armen's answer
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Answered on April 24, 2015
There are a lot of issues here and a lot of it depends on what the actual Trust document says. However, from the brief description, it sounds like...
Archived
Is a living trust alone a license to administer the trust? Is there another form the administrator of the trust must fill?
Armen's answer
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Answered on April 24, 2015
Did you become the successor trustee due to the death, incapacity, or resignation of the previous trustee / person who created the trust?
When you...
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