Archived
My uncle passed away 1 yr 2 months ago estate is big enough to require probate other family members say he left no will....
Katie's answer
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Answered on August 13, 2018
You can likely open a probate and request to be the administrator or executor even if you do not live in California. An attorney can appear on...
Archived
When there is no will can the legal beneficiary transfer property to someone as inheritance rather than a gift (for tax purposes
Katie's answer
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Answered on August 09, 2018
Does his mother have an estate plan herself? She could leave it in her estate plan to your two sons. She also could gift it to them now,...
Archived
What tax implications are there to me by selling my interest in the home my ex husband?
Katie's answer
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Answered on August 07, 2018
Did you live there for 2 of the last 5 years as your primary residence? Did you move recently within the last 4 years and sold a different primary...
Archived
What are my rights concerning my grandfather's Trust?
Katie's answer
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Answered on July 31, 2018
I think you're referring to your grandfather's trust? Or your mother's trust? Your grandfather may not have left anything to your mother or to...
Archived
HHow much time do you have to contest if you have been lie to?
Katie's answer
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Answered on July 30, 2018
Do you mean the trustee hasn't given you any accountings? Or do you mean there are other specific documents you wanted to see? Or is it the...
Archived
Special Needs Trust for older male anticipating litigation settlement for previous clergy sexual abuse as a minor.
Katie's answer
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Answered on July 30, 2018
Special Needs Trusts are indeed a VERY specialized practice. I'm not sure if you have any savings built up to spend on creating such a thing, but...
Archived
My daughter is going to Quit Claim her home to me? When she does and I later sell the house, can I still use the original cost
Katie's answer
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Answered on July 25, 2018
Is she gifting the house to you, or selling it to you? If she is gifting it, gifts take a carryover basis, so your daughter's basis would become...
Archived
What and how as the eldest child can I demand copies of parents living will
Katie's answer
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Answered on July 23, 2018
Your father's Will should have been lodged with the probate court in the county where he died. You should be able to go to the courthouse and...
Archived
Why did my mom's attorney refuse to provide a copy of irrevocable trust? She is still living.
Katie's answer
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Answered on July 20, 2018
Are you sure it's an irrevocable trust? Generally trusts are revocable during lifetime.
If my mom did not leave a will or anything. How can I become power of attorney
Katie's answer
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Answered on July 19, 2018
Her estate will need to be probated. That means going to court and having the court appoint someone with power over your mom's estate and the...
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