Archived
If a real property has been transferred by deed to a trust by a couple and one party passes away.
James's answer
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Answered on September 09, 2014
Agree with colleagues. If you have not already done so, look in following places for original trust or an copy: safe or location at trustors home...
Archived
My dad died and I am trustee of his trust. The bank said I need court documents to gain control of his brokerage acct.
James's answer
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Answered on September 09, 2014
Agree with colleagues. Probate not required if gross estate value less than $150,000. See probate code s13100. Prepare Affidavit for Collection...
Is there a way to add someone (or a living trust) to the title of a condo without triggering a property tax reassessment?
James's answer
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Answered on September 09, 2014
Agree with colleagues. Excellent advice not to add person to title as a substitute for estate planning. Major reasons not to add another person...
Archived
Wife caused several violations of family court orders, Why is it that she is immune to contempt charges?
James's answer
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Answered on September 08, 2014
Nobody immune from contempt sanctions. Contempt is a criminal action. Cannot proceed without cited person being present. Court may eventually...
Archived
Can a sibling keep money in a bank account that was not named in trust, but the funds were from a trust property?
James's answer
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Answered on September 08, 2014
Answer depends on number of factors including: Was revocable at date of death? Dis decedent violate terms of trust by transferring funds into an...
Archived
This is a estate claim .
The house is already sold and the money been placed in a trust fund can lawyer charge two times fee.
James's answer
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Answered on September 08, 2014
Unclear what you mean by "two times fee"? Review the retainer with attorney. this will govern fees arrangement. Also, be aware that attorney...
Archived
Hi,
What document is needed to change a lawyer during probate in CA. Where it was agreed that the first lawyer was temporary.
James's answer
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Answered on September 08, 2014
Proper court to lodge will and file petition is Los Angeles Superior Court -Central Branch. Proposed executor is proper person to file petition. ...
Archived
My father passed away last year (2013) in Iran. He was U.S citizen.
James's answer
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Answered on September 08, 2014
Too many missing facts to offer much assistance in this forum. IRS does not give legal advice. You must obtain authority to sell home through...
Archived
So i am trying to collect royalties from my father who passed away
James's answer
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Answered on September 08, 2014
You need to probate father's estate to establish right to royalties. Right to have monies paid back to estate depends on several factors,...
Archived
Probate, California: We have a will that should be lodged with the clerk of the court before 30 days of the decedent passing.
James's answer
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Answered on September 08, 2014
Yes. Executor can lodge the will within 30 days and filed probate at a later date.
