Archived
I am trustee of dad's irrevocable trust which consists of his home. No other assets. Dad is in a nursing facility on Medi-Cal.
Karen's answer
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Answered on September 02, 2010
I agree with the prior answers. The trust frequently specifies the amount of compensation that the trustee is entitled to receive. If the trust...
Archived
I want to add a trustee in mu trust what is the prodesure
Karen's answer
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Answered on September 02, 2010
The answer depends on whether the trust is revocable by you. If the trust is not revocable, then the answer will depend on whether the trust gives...
Archived
I live by mayself, own my home, and I do not want my property to go to probate (in California) if I die.
Karen's answer
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Answered on September 02, 2010
In California, the best way to avoid probate is to set up a living trust. I suggest that you seek the advice of an attorney who specializes in...
Archived
Appointing an out-of-state estate administrator
Karen's answer
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Answered on August 18, 2010
I have represented several clients who reside out of state and most of the communication has been handled via email and telephone. A bond will be...
Archived
Ethical for family estate attorney to share 1st paid appraiser's results with 2nd paid appraiser?
Karen's answer
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Answered on August 04, 2010
Sometimes sharing information about the 1st appraisal with the appraiser can help reduce the fees for the 2nd appraisal so this may be the reason...
Archived
How do i find out if a will had been filed with la county
Karen's answer
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Answered on August 04, 2010
It is unlikely that the clerks at the Los Angeles County Superior Court will answer this type of question by telephone unless you happen to get an...
Archived
How does someone disinherit a inheritance?
Karen's answer
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Answered on August 04, 2010
If you are referring to a disclaimer, please note that the disclaimer must be completed within 9 months of the date of death in order to avoid gift...
What forms do I need to file? Can I file without an attorney?
Karen's answer
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Answered on August 04, 2010
I agree with the previous answers that it would be best to seek the assistance of an experienced probate attorney. If fees are a concern, some...
Archived
Can a Conservatorship of an Estate be established outside of Court or is a Court proceeding mandatory?(California)
Karen's answer
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Answered on July 21, 2010
If the proposed conservatee is willing to agree and still has testamentary capacity, it may be possible to avoid a conservatorship of the estate...
Archived
How can the co trustee of a living trust have the courts give us access to our father bank accounts
Karen's answer
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Answered on June 30, 2010
If you are named as a co-trustee in the trust, you may be able to request copies of the account statements directly from the banks. I suggest that...
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