How can I retitle my property that lists myself and my deceased wife as co trustees on a trust I cannot locate?
Lawrence's answer
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Answered on June 30, 2020
Generally speaking, you can record an Affidavit of Death of Co-Trustee. That will vest title in you alone as trustee. Thereafter, subject to the...
In a Transfer of Death Deed, can I designate that one of my beneficiaries receive her share when she reaches a certain age?
Lawrence's answer
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Answered on June 07, 2020
Mr. Murillo is correct. I would also expand on this to say that it’s worth it to pay for a well drafted estate plan... If you stick with the TOD...
How can I find two disinterested persons to witness my will?
Lawrence's answer
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Answered on June 03, 2020
Generally, you have a couple of options worth looking into...
1. Check with your bank. If they are familiar with you or have a notary...
How much it cost to do the addendum of the existing living trust?
Lawrence's answer
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Answered on April 12, 2020
Assuming your trust gives you the power to amend the trust (and I’m sure it does), you can create an amendment to make any changes you wish. You...
What is the best course of action for the following situation?
Lawrence's answer
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Answered on April 08, 2020
There are way too many issues involved for anyone to give you an answer in this venue. There are capital gains tax issues, property tax issues,...
Can a person in joint tenancy deed "their portion" into a living trust?
Lawrence's answer
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Answered on April 08, 2020
Yes, generally a trust can be a joint tenant along with co-owners. The measuring life remains the settlor of the trust though. If you have...
Archived
Is it possible for a trust that is complete to only use non-consecutive 'Sections'?
Lawrence's answer
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Answered on March 31, 2020
I typically wouldn't respond when there are so many other good responses, but I do want to just offer one suggestion . . . If the parents are...
Archived
Is the will I created on Will Maker software going to conflict with the trust?
Lawrence's answer
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Answered on March 22, 2020
What you really should do is seek the advice of an estate planning attorney. This is not something you want to do yourself, especially given the...
Can a California attorney who creates a revocable living trust also serve as notary and one of the two witnesses?
Lawrence's answer
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Answered on March 21, 2020
Under the facts you gave, there is no reason the attorney cannot act as notary and witness. Many attorneys prepare the estate plan, notarize it,...
Archived
What is needed in a Living Trust holding a house so 1 of 3 equal beneficiary sons can buy it without property tax reassessment?
Lawrence's answer
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Answered on January 19, 2020
What you are proposing is typically accomplished in a different way. The irrevocable trust takes out a loan for 2/3 of the value. The proceeds of...
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