I live in CA and an Attorney firm in OR overpaid me as as a Living Trust Beneficiary. Now he wants me to send back that amount

So let me see if I got this right. You want the attorney who made a mistake to have to pay for the mistake himself either out of pocket or through...

California law, Probate Code section 16061.7 requires that the trustee of a living trust that has become irrevocable, in whole or in part, must...

In 1998 California, house deed was dad and daughter, tenants in common. Was changed to 50% of dad's portion to a living trust.

Tenancy in common is the default property designation in the state of California. The transfer of dad's 50% to his living trust would not alter...

I am disabled and receive social security disability, medicare and medical. My mother passed away and left me as her beneficiary

Your ability to continue receiving governmental assistance can definitely be impaired if the inheritance you receive if it is in excess of specific...

What specific code in California Uniform Trust Code does limit the amount in Trust as stated below?

The material you've referenced is found in Probate Code Section 13000 et. seq. This section was just amended to raise the dollar amount to ...

California SOL for mentally retard and mentally ill beneficiaries Living Trust, Sister will not provide Trust, It's 5 years now!

The prior answer is a good short response. Let me elaborate. The trustee of a trust has the highest duty the law creates (known as a fiduciary...

Can you define what a share is in a living trust

Though a "share" may be defined differently in the body of the trust in question, a share is usually defined as a beneficiaries' portion of the...

The easy answer to your question is "generally- YES". As to whether in your specific case it is necessary will depend upon a complete examination...

Mom just passed at the hospital. Have trust document and a long list of to do's. What should come first or how to prioritize?

Please accept my condolences over the loss of your mother. Unless you have a comfort level educating yourself over all of the items required...

I would like to know what part of an intervivos trust gets recorded? Does the whole content of the trust recorded or just the

Generally speaking the intervivos trust is never recorded; to the contrary, one of the attractive components of the living trust is its privacy. ...