Validation of an amendment

Often, in a joint trust between spouses, only the portion representing the deceased spouse's interest become irrevocable and unamendable at the...

A married couple and each has his/her own trust. There are two pieces of real estate involved and they each deed to their trust.

Since you state the property was acquired during the marriage, the presumption that it was community property gives reason to assume that the...

Selected as the best answer

Since the POD accounts were never transferred to the trust, the POD designation should control. And, based on the information in your queare, it...

What do you feel sets you apart from other attorneys in your area of practice?

Find someone who has done estate planning for a while (experience) and then talk to him or her and see if you communicate well. In your planning,...

I just finished creating a trust. Now, I need to re-title my property. What should my title look like?

The trust should specify how title is to be held in the Trust. If there are other owners (co-tenants, joint tenants, ...) you need to be careful...

How a power of attorney letter works?

The other owner can execute a power of attorney. If it is going to be used on a real estate title document, it will need to be notarized to be...

Can I open Equity Line on MY mortgage on property that is part of trust? Does the trust have to approve?

The trust, through its trustee (which may be you) would need to sign the loan documents and deed of trust if the property is held by the trust. ...

Widowed mother passed away in 2013. She had a Trust. What form do we file for her 2013 Federal taxes?

Your mother's personal representative/executor should probably should file a final income tax return (1040 and 540) for your mother, using her...

The Trust instrument normally governs what is necessary for a successor trustee to serve. Regardless of what it says, the successor should execute...

Is it better to continue paying on a note to a trust or to assign the note directly to the beneficiaries?

You are probably stuck with the need to do a tax return for 2013 and 2014. K-1s for the beneficiaries may only be required if "income" was...