Can't find copy of Trust, Now what?

The deed may provide some clues as to the attorney who prepared the trust. The individual who notarized the deed may also be the attorney. It is...

What kind of professional can help a lovely old lady understand the details of a living trust that has already been finalized?

You do need an attorney to explain the trust to her. Not all estate planning attorneys have a heart for the elderly. You may wish to assist her...

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Can I reference the court transcript from one case in another case

It is likely that you can but you must follow the proper procedure in order to have it admitted into evidence. Furthermore, you should retain the...

My dad died and I am trustee of his trust. The bank said I need court documents to gain control of his brokerage acct.

You can avoid court involvement with a Small Estate Affidavit (Probate Code Section 13100. You can use this if the gross fair market value of...

Should my father obtain a living trust or a will to have his sons as beneficiaries?

A revocable trust is preferred over a will if your father wishes to avoid probate and obtain a stepped up tax basis on the investment properties. ...

Will a home held in the name of Trust be protected from a Medicare/Medical lien upon death?

You need to see an attorney who is familiar with Medi-Cal. Not only eligibility but estate recovery as well. Your father's entire picture of...

My husband and I are 36 yr old. We have 2 kids under 5 yr old. Do we need a trust, will, power of attorney, adv med directive...

It is absolutely appropriate for you and your husband to have an "estate plan". A home and minor children are worth protecting. The price does...

Is a partial beneficiary entitled to receive rent on a property that is still owned by the trust?

I agree with the previous answers. If you do in fact owe rent and cannot pay, you can agree on the reasonable rent and pay her upon the close of...

I agree with the other responses. Unfortunately, this is not an unusual situation. Your grandmother may not have had an understanding of her...

California trust question

The beneficiary who requests the formal accounting unless there is a provision in the trust that states no accounting required. It is likely that...