Do I need a testamentary if i am the trustee and beneficiary of a trust in order to claim stocks?
If the stocks are in brokerage accounts with payable on death designations, you should be able to receive them without any court intervention. If...
La Canada Flintridge, CA
Estate planning Lawyer at La Canada Flintridge, CA
Practice Areas: Estate Planning, Trusts ... +3 more
If the stocks are in brokerage accounts with payable on death designations, you should be able to receive them without any court intervention. If...
Pamela is correct. I add only that a revocable living trust is a grantor trust, meaning that it makes no difference to the IRS as long as you are...
If the property is indeed wholly separate property, and your husband dies before you without an estate plan and without you on the deed, then you...
Because you have an operating agreement, the operating agreement will control the dissolution insofar as it covers such an event. Your operating...
If all the assets are payable on death or have designated beneficiaries and you are not worried about creditors, then you might not have to probate...
The boyfriend's options are going to be somewhat limited if the girlfriend did not incorporate him into her trust as a beneficiary or somehow...
The short answer to your question is yes. If you have everything in trust, the trust is well drafted, and your daughter is beneficiary of the...
The first question is whether the jewelry is in the trust. It may be in the trust if the trust says so or if the your mother also signed an...
I am sorry to learn that you've lost your husband. If there are assets you cannot manage without a court order, then you will have to open a...
The best way to buy out your mother's house after she passes depends on the terms of her trust and the other assets in her estate. In the best...