My Aunt wants to gift 30,000 shs of exxon mobil stock to me and my sister this year. the gift will use the gift exclusion, notax

Your aunt should consult with an estate planning attorney to have her financial and legal situation thoroughly reviewed. The lifetime gift tax...

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Do I need a real estate attorney?

A real estate attorney may be helpful, but an estate planning attorney with special needs trust experience is probably more qualified to assist...

What is the risk of funding a living trust with real estate using an assignment, rather than a changing title via a deed?

I agree with Mr. Daymude. I do not see any advantage to using an assignment, other than saving some relatively minor costs and fees associated...

My guardian is moving to Canada and I don't want to go and I was wondering do I have a choice?

Your guardian must first obtain permission from the court before she can move you to a residence outside of California. This is per CA Probate...

Trustees, can they be held in accounable to inform benificery ?

Yes. The trustee has a duty to keep the beneficiaries informed of the trust and its administration under CA Probate Code section 16060. The...