How can I get my inheritance put it into a trust account so it won't stop my SSI?
One approach is to create a first-party special needs trust to accept the distribution, and then have the funds transferred into it. Because of...
Vista, CA
Trusts Lawyer at Vista, CA
Practice Areas: Trusts, Estate Planning ... +2 more
One approach is to create a first-party special needs trust to accept the distribution, and then have the funds transferred into it. Because of...
A Trust is a private document. Until the trustor / grantor dies or becomes incapacitated, successor trustees are not involved. From your facts,...
I suggest that you file a Certificate of Transfer Without Probate. You are signing as the trustee, and you do not need to probate the asset.
Typically, trusts have a schedule attached that list the major assets. If real property is shown on the schedule, it should also be listed on the...
Unfortunately, money remaining on deposit in a joint account at the death of a party belongs to the surviving party and not to an estate unless...
Your question concerns a deed of trust, which is a three-party security device for a loan. in other parts of the country a mortgage (two-party...
I'm sorry for your loss. You will need to retain your own trust attorney. Have him or her review the terms of the trust, and then explain the...
Probate Code Section 8001 requires the party holding the will to deposit it with the probate court, and the executor to commence probate...
You are right - oral wills in California are not valid.
If the trust says not more than 1% without a court order, then that would cover the point. You should petition the court to suspend the trustee,...