Archived
When there is no will can the legal beneficiary transfer property to someone as inheritance rather than a gift (for tax purposes
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Answered on August 09, 2018
Each of my Colleagues answering before me are correct. 1) If the real estate is worth more than $$50,000 a Probate is needed. In San Diego the...
Archived
Special Needs Trust for older male anticipating litigation settlement for previous clergy sexual abuse as a minor.
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Answered on July 30, 2018
I'm impressed by the amount of knowledge shown by your question. A self settled SNT coupled with an Able account could make a fantastic difference...
Archived
Where do I register a living trust?
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Answered on July 11, 2018
Unlike many foreign jurisdictions and some states that allow self settled spendthrift trusts, California does not require that trusts 'register.' ...
Archived
Parents died with in a of each other last to pass was my father in September?
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Answered on July 05, 2018
It sounds like you need to retain an attorney to nudge them along and make certain they follow the rules. They are required to file any will with...
Archived
How do I get a free copy of my family Trust if the attorney and the firm is inactive (attorney is elderly)?
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Answered on July 05, 2018
If you have a copy of the signed original, you do not need any other copy. What you likely do need is a certification of trust. A new document...
Archived
How can I keep my prop 13 property taxes on my father's rental that I will be buying from my sister. Probate has not closed yet.
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Answered on April 16, 2018
Congratulations! You realized there was a problem. Doing this in the way you have described will cause you to loose prop 13 protection on the half...
Archived
Which is better to get, Power of Attorney, Conservatorship or Guardianship to take care of my Mom?
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Answered on April 12, 2018
Choosing the right path for your mom will take sitting down with an elder law attorney and reviewing a number of aspects of her situation. The...
Archived
My bf of several yrs whom owns the house we have been living in Carson CA suddenly took sick & Was taken to the hospital &
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Answered on March 21, 2018
Ideally, your BF should see an estate planning attorney of his choosing to create documents to take care of you and yours. A good number of...
Archived
Does the wishes stated in a will act as revoking a revocable trust?
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Answered on March 19, 2018
Whether or not you have a case depends on 1) what his will and trust say; and 2) How his assets were titled. Trust documents can limit how they...
Archived
My sister wants to change or alleviate her Special Needs Trust. Why does my mother need to provide personal info?
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Answered on March 04, 2018
It sounds like the attorney your mother and sister are seeing did not spend enough time with them on the phone before setting the appointment. I...