If the grantor of the trust is still alive the ID should be the grantor's SSN. If the grantor is deceased, contact the CPA or tax prepared to...

In any premarital discussions, it is alway a good idea to be open and frank about the facts; after all you are considering marriage. That being...

What can I do when funds from a trust are being moved to another account?

You should contact Adult Protective Services and have them look into your claims of financial elder abuse.

A buyer of the family home found a problem with the bath 3 months after close of escrow. Should the trust assist in the repair?

The trustee made a prudent decision settling a potential $9000 claim for $3000, and terminating future liability for the issue. Ultimately, the...

If a living trust or a will is drawn up in GA is it valid in CA? or do you have to rewrite...

Generally speaking, an estate plan does not cease to function if you move from one state to another. However, it is prudent for you to contact a...

For distribution purposes, you should use full appraised valuations. The discounted valuations for the partial interests are for estate tax...

Can you borrow, the short answer is yes. The reality is that you'll have to find a lender that is willing to lend to the trust, and the trust must...

What documents do new parents need?

In terms of preparing estate documents, now that you are a parent, I would suggest comprehensive estate planning. At a minimum, you should have a...

Married in California 15yrs wasn't aware of property bought in Texas before my divorce what can I do.

You'll need to retain experienced counsel to clearly review your divorce judgment and determine if there is anything that you can do, currently. ...

How do I change my name under my family law case to reflect my current legal name? Do I have to file any paperwork?

As stated by my colleagues, the case name is not going to change. You can, however, add the AKA (also known as) indicator to include your new...