Solana Beach, CA
Probate Lawyer at Solana Beach, CA
Practice Areas: Probate, Estate Planning, Trusts
An accounting is a formal declaration of the trust (or estate, if its a probate accounting) assets and liabilities, including income and expenses, of a particular period of time. California probate co...
See Full GuideTypically, a trust wont specify how much a trustee should be paid for their effort. And yet, unless waived by the settlor, or specifically established by settlor, successor trustees have a right to rea...
See Full GuidePURPOSES OF AN INTERNATIONAL TRUST There are two main purposes of an international trust for U.S. citizens. The first is to combine domestic and offshore assets into a unified estate plan with a commo...
See Full GuideThe estate tax is scheduled to return in 2011, with estates over $1,000,000 being taxed at 55%. The good news is thata combination of low interest rates, low gift tax rates, and lowered asset valuation...
See Full GuideUpdate your Life Insurance Designation A divorced person needs to make sure that he/she updates the life insurance beneficiary designations following the completion of the divorce. If you nominates a...
See Full GuideEstate Planning begins with the following steps: 1. List your Assets: Make a list of everything you own, including all bank accounts, investments, real estate, insurance policies, and any other valuab...
See Full GuideManaging Trust Assets Be prudent; keep assets separate; earn income from the assets, if possible; observe legal restrictions on asset management. Inventory of Estate Property Locate the property; det...
See Full GuideMarilyn Monroe When Ms. Monroe passed away, she left a $1.5M estate. Administration of her estate took 18 years, cost $1,000,000 in fees. After payment of her $400,000 in debts, only $100,000 of th...
See Full GuideMinor Children Parents of minor children want to make sure that responsible parties are prepared to step in and raise their children if they cannot. They will want to appoint a Guardian of the Perso...
See Full GuideRevocable Living Trust A living trust, also known as a Revocable Living Trust or a Family Trust, is a legal document that holds title or ownership to your real property and assets. In the event of y...
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