Archived
Should we have a revocable living trust done before we get married? Can it call us husband and wife when we are not yet?
Eric's answer
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Answered on September 24, 2013
My colleagues are correct. You can execute a trust with your fiancé in advance of the wedding. It is helpful to include your intent to marry, as...
Archived
Purchase a piece of property from parents trust do I need a realtor? Property in california
Eric's answer
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Answered on September 24, 2013
My colleagues have provided you with sound advice. Use of a realtor and or escrow company is not required. However, guidance through the process...
Archived
Court made a final order on amounts to be distributed to beneficiaries. Now the trustees don't have the money to pay the bene
Eric's answer
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Answered on September 24, 2013
There must be details missing from your statement, as the facts do not make sense. There should have been a final accounting before the court...
Archived
How do you transfer out-of-state property out of a living trust set up in CA? And where can you obtain forms to revoke a trust.
Eric's answer
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Answered on September 24, 2013
I agree with attorney Zelinger. It would be prudent for you to consult with a local attorney for a review of the divorce decree and the trust to...
Archived
The grantor has passed away. The successor trustee is in ailing health. How is a new successor trustee named/appointed?
Eric's answer
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Answered on September 24, 2013
The first step in your situation is to review the trust documents. They may provide you with another successor trustee or the process by which one...
Archived
What is the payback/collection process on a LARGE personal loan on behalf of a deceased lender?
Eric's answer
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Answered on September 18, 2013
My colleagues have provided you with sound advise. You need to review the terms of the agreement to determine when the default occurred to...
Archived
Am I entitled to a copy of my late father's will or trust even though I may not be a beneficiary?
Eric's answer
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Answered on September 16, 2013
IF you have located the attorney that is handling the estate, that attorney should inform you if you are beneficiaries of the trust. Additionally,...
Archived
Can I request bank records regarding my fathers trust estate prior to his death from my brother who is executor ?
Eric's answer
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Answered on September 16, 2013
You should have, as a beneficiary, access to periodic accountings for the estate. If the trustee is open and transparent, that is a good thing. ...
Archived
Can trustee of my great aunts estate change a beneficiary name remove my mom deceased f/ life insurance transfer to my brother
Eric's answer
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Answered on September 16, 2013
Your statement / questions is challenging to decipher. At this point, you should take all of your available information to a local attorney to...
Archived
How often do beneficiaries need to be notified of Mom's finances ?
Is there anything else I should be concerned about?
Eric's answer
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Answered on September 16, 2013
If you are not the trustee of the trust, then you are not obligated to provide information to your sisters. However, as mentioned by my...
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