Can I use a Claim for Reassessment Exclusion when transferring title to a living trust?

You do not have to file the Prop 13 Reassessment. When you transfer property from you into a Living Trust you simply have to file a Preliminary...

My Father passed away 2 years ago without a will. he owned 2 houses his wife recently died. What do I do now to keep properties?

You are going to first have to determine how the properties were titled. You mentioned "he had a wife", so I am assuming the wife was your...

What are the pros and cons for naming 3 trustees (the daughters) for a family trust?

3 women, having to work together? Do they all get along? Seriously, I do not advise it. However, I need to understand. If this is your Trust,...

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I am eighty years old. My daughter met with my doctor and my personal medical information was breached. What are my rights?

I also suggest making an appointment with an attorney, but I might suggest making sure that the Attorney is an Elder Law specialist. I suggest...

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In California, a revocable trust evolved with a Court Settlement removing the grantor as trustee. Is this now irrevocable trust?

The original Grantor is the only one that could make amendments to it. So, if the Court removed the Grantor, and ordered that no further changes...

If you wish to respond to an Objection, you should do so before the hearing. When the beneficiary filed an Objection, the Court sets a hearing...

Can I reference the court transcript from one case in another case

I believe that this can be identified and brought in by Judicial Notice. It is a public document as part of a legal proceeding. However, I am not...

My brother is the executor of my father's estate...Can he change the amount of my inheritence as stated in the will...

Unless you signed some kind of promissory note as a loan, then the gifting of the money to you is just that, a gift. An Executor has no authority...

Is it ever proper for an attorney to also act as a notary for a client who is a trustee of a large estate?

I agree that the issue is really not about the Notary. There is nothing wrong with a Notary also being the attorney. However, it sounds like the...

My dad died and I am trustee of his trust. The bank said I need court documents to gain control of his brokerage acct.

In my experience, most banks start out by requiring documentation as if you went to court and opened a Probate. This is the Court documentation...