If you owned the property as joint tenants, it passes to you in her death regardless of what her will stated. She effectuated a non-probate...

I'm interested in finding a lawyer to help me as a beneficiary of a trust.

Don’t sign an accounting waiver until you are 100% sure the trust has marshaled all assets and made appropriate distributions. Even then I would...

What do I do when a caretaker refuses to put his children on medical release forms? What are my next steps?

Your father needs to sign a HIPAA release naming you as his agent to receive access to his medical records. Often this is done as an attachment to...

I just got a new US passport now do I still need one of these new Ca licenses?

If you want to drive in CA you need a CA license. You won’t need a Real ID if you don’t mind flying with your passport as identification each time....

I have had successful Heggstad petitions based on facts similar to yours. I assume he had a pour over will. Go to an attorney and you will figure...

Taking my property out from revocable family trust and make it joint tenancy property, my husband, daughter & me? Tax for her?

Use the R&T code for into an out of a revocable trust I think it is 11911. (I am away from my office and can’t remember exactly.) Importantly, make...

Trust Settlement

The trustee should provide an accounting on an annual basis. Make a written request for an accounting and the trustee has 60 days to comply. If...

How to prevent a relative from becoming the administer estate?

Consult an attorney and see if you have a greater right to administer the estate. Make a challenge in court to the proposed appointment.

When the grantor of a revocable trust passes what, if any, protection does the trust provide to the assets from debt collection?

Don’t be afraid to try to negotiate the debts to see if you can get them lowered. Also, make sure they are collectible. I have seen creditors come...

How do I prove a person had not assets or estate when she died?

How big is the death settlement? If less than $150,000 he can submit a small estate affidavit and have it delivered to him. Get a lawyer’s...