Archived
What is the best way to do this and once he name is off can I move these into my own trust? Does prop 13 become an issue?
Randall's answer
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Answered on February 21, 2016
Your question raises a lot of issues. The transfer into or out of a revocable trust, or from your brother to you, can be done with a quitclaim deed...
Archived
Do I put "Smith family trust 3/1/12 fbo Bobby Smith" or "Smith family trust 3/2/1?
Randall's answer
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Answered on February 20, 2016
I agree that you must seek legal advice, especially when dealing with retirement accounts and trusts. Retirement accounts are unique in a way...
Archived
Need help to understand differences and applicability for Authorized Users and Durable POA for accounts.
Randall's answer
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Answered on January 31, 2016
In California, a thorough estate plan will consist of a Living Trust, pour-over will, and also a uniform statutory form durable power of attorney...
Archived
Should an IRA brokerage account be in the name of a living trust, or in the individual's name?
Randall's answer
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Answered on May 28, 2015
Your question is far more complex than might first appear. Retirement plans are governed by federal law mostly. But each particular retirement plan...
Archived
I want to make a living trust(not too complicated)
How to find an attorney who does not charge a lot in orange county
Randall's answer
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Answered on November 22, 2014
You can use a virtual law firm. For example, please see http://truststore.com.
My parents have a Living Trust and they pay $3400 every year to maintain it. Is this normal?
Randall's answer
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Answered on October 04, 2014
The question and situation, as you've described it, sounds outrageous. That is why every attorney here is skeptical about whether you have all the...
Archived
Can an attorney drafted a revocable living trust, become successor trustee and beneficiary?
Randall's answer
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Answered on August 29, 2014
Actually, the question raises a potential conflict of interest but there is a very important exception at play here. Please see:
ABA Model Rules...
Archived
Mom left a Living Trust. House is currently under her name. What needs to be done to change ownership or sell the house?
Randall's answer
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Answered on December 10, 2013
There are definitely a lot of possibilities here. But it sounds to me like your father passed away, owning the home in joint tenancy with mom (and...
Archived
20 years ago I had a revocable living trust made. It's lost-attorney is dead. One child- one home few other assets. Start over?
Randall's answer
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Answered on December 03, 2013
I agree with the other attorneys. And FYI, our office can restate your trust as well as make sure everything is in order for a very reasonable...
Living Trust through LegalZoom
Randall's answer
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Answered on November 19, 2013
The answer to your question of whether doing a living trust on Legalzoom is as good as an attorney is an emphatic NO. There are so many problems...
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