On a revocation of an existing trust and replacing it with a new trust, what do you have to do with the existing property.
James's answer
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Answered on February 09, 2023
Best practice is to amend and restate existing trust.
Amendment and restatement avoids necessity of creating new deeds and transferring properties...
Does a valid living trust in California need to be notarized and witnessed by two independent witnesses?
James's answer
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Answered on February 07, 2023
No. Trust does not have to be notarized to be valid. However, best practice is to have it notarized to enhance enforceability, especially if real...
Can my aunt make me ward of the state if I go against her wishes and move to Florida?
James's answer
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Answered on February 07, 2023
Possibly. Depending on your age, aunt may file petition to be appointed your guardian or conservator.
My grandmother is a US Citizen now and wants to sponsor her children and grandchildren? How long does it take?
James's answer
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Answered on February 07, 2023
Yes.............................................................
My dad passed without a will but wrote a letter explain who he owed and and who he wanted to to be in charge of his property
James's answer
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Answered on February 07, 2023
Not enough information provided to advise whether formal probate is required.
If total assets less than $184,500, you may be able to proceed with...
Should I write a letter to my stepmom in per pro to compel her to send me my late dad's trust doc or should I hire an attorney?
James's answer
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Answered on February 07, 2023
Excellent advice from Christine James. I agree.
If there is trust, stepmother required to send notice to you pursuant to PC16061.7
Link...
My mother recently died w/o a will. I and my 3 sons lived with her and were care givers. are we about to be homeless?
James's answer
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Answered on February 07, 2023
If you are true joint owner with right of survivorship, you get the accounts without necessity of probate.
Other assets may/not require probate...
What kind of Professional do I need to speak with?
James's answer
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Answered on February 07, 2023
You need to consult Arizona probate counsel.
Undue Influence is putting it lightly, what to do when you see this happening before the parent is gone?
James's answer
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Answered on February 07, 2023
Sounds like financial elder abuse. You may intervene to protect mother without jeopardizing inheritance and beneficiary rights..
Pre-death will...
When are back rent/damages inappropriate in an estate settlement?
James's answer
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Answered on February 07, 2023
If you are beneficiary of estate, you may have defense against rental obligation.
