I'm married &have property in only my name, do I have to transfer it into both our names before putting it in our family trust?
Jeffrey's answer
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Answered on August 03, 2021
It depends on how your trust is written but normally your Separate Property stays separate even after you put it into a Trust.
If I am appointed as conservator over my mother, would I have authority to evict people from her home?
Jeffrey's answer
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Answered on August 03, 2021
Yes, but only if you are conservator of her ESTATE. If you are only conservator of her PERSON then no.
These are the two different levels of...
How can we obtain a financial power of attorney for an incapacitated adult family member in California?
Jeffrey's answer
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Answered on July 27, 2021
You cannot get a Power of Attorney because your Uncle does not have the mental capacity to give you one.
Your only option is to ask the Probate...
I need to know how to become the proxy for my father who suffered a stroke?
Jeffrey's answer
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Answered on July 26, 2021
If you have his Power of Attorney then you have all you need. For medical decisions you usually need an Advance Health Care Directive, but I think...
If a person dies without a will for probate intestate?
Jeffrey's answer
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Answered on July 25, 2021
Normally it will go in four parts, with the children of the pre-deceased child dividing his share.
My aunt want to transfer home ownership to me, what are the way to avoid additional property tax due to home value increased?
Jeffrey's answer
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Answered on July 23, 2021
Don’t gift away large assets!
This is all about your tax basis in the asset. The tax basis is the amount the IRS uses to figure out your profit...
How do I make sure my home will be left to my domestic partner?
Jeffrey's answer
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Answered on July 22, 2021
You can use a Will or a Trust. I prefer a Trust because it avoids the Probate process.
Both ways will allow you to change your mind later.
Property is in the living trust but the title never got put in the trust name. How do we transfer into trust?
Jeffrey's answer
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Answered on July 12, 2021
You just have the owners execute a new deed which transfers the house into "Trustees Names, Trustees of the Trust Name dated month day year". ...
How can my partner and I will our joint tenancy house to our children?
Jeffrey's answer
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Answered on July 10, 2021
You can use either a Will or a Trust to make sure that happens.
Spend some time with an estate planner.
Irrevocable trust
Jeffrey's answer
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Answered on July 08, 2021
AVVO won't let us discuss costs!
You can do this with an irrevocable trust but you may not like it and you might not need it.
You can qualify for...
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