Archived
When do I get an AB Trust as opposed to disclaimer traditional living trust? Have house assets are $1.100,000.
Christopher's answer
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Answered on November 14, 2013
For estates of married persons that aren't likely to get above the $5.25 million level, an A-B trust that qualifies for the marital deduction works...
Archived
Can Creditors still sue CA probate estate if over 180 days have passed and it is over 1 year since
decedents death?
Christopher's answer
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Answered on November 11, 2013
They can, unless the claim has been rejected by the executor/administrator, in which case they have 90 days to file suit. Thus, the probate can't...
Archived
My father left everything in a living will. There is a house , savings and stocks, how long should it take to complete?
Christopher's answer
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Answered on October 07, 2013
If it's a trust, and no probate is required (this is generally the case), allow about 6-9 months for the process. Part of this is a 4-month...
Archived
Husband recently passed away and has property in LA CA single dwelling which he had rented out. My concern is am i in any rights
Christopher's answer
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Answered on October 07, 2013
The answer depends on whether he had a will or trust, or neither. With the will or trust, he can specify the beneficiaries of his assets,...
Archived
Should we still do an AB Trust in light of recent federal estate law changes?
Christopher's answer
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Answered on August 10, 2013
I like the AB trust with provisions that qualify it for the marital deduction, so it protects each other's beneficiaries from being changed but...
Can I probate a COPY of Will?
Christopher's answer
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Answered on July 09, 2013
You can indeed probate the copy, and it's common to do so--you'll just need to overcome the presumption of revocation (because the original is...
Does a probate attorney need to be in the same county as the home/property involved?
Christopher's answer
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Answered on July 07, 2013
They don't have to be in the same county, but should be able to appear in court in person if the need arises--this will be likely in probate...
Archived
Is a probate attorney necessary to file a Petition for Probate of Will in this case?
Christopher's answer
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Answered on July 03, 2013
Probate is complicated enough that I'd recommend using an attorney--even attorneys not familiar with probate court can find it very confusing.
You...
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Archived
My mother is Trustee of her trust which hold a 43% interest as well as Trustee of the Exemption Trust which olds 57% interest
Christopher's answer
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Answered on May 26, 2013
I'll add that if her bank won't make the loan, other banks will, though costs and interest rates tend to be higher for irrevocable trusts.
Archived
I am buying a property from the sole beneficiary of an estate that needs to be probated. The sole son of the deceased father,
Christopher's answer
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Answered on May 21, 2013
That should be possible--you should also cover yourself in the event there are other heirs out there--unlikely but possible. It sounds like two...
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