Archived
Someone I know sister passed away a few years ago. She did not have an estate except a car, so there was no probate and she did
Joel's answer
|
Answered on April 03, 2013
You have two choices, you can first transfer the car to your name subject to the lien or you can give the transfer paperwork to the lender and have...
Archived
Someone I know has a sister who passed away a few years ago. She had no will and her estate did not go into probate because
Joel's answer
|
Answered on March 27, 2013
When a person dies and has less than $150,000 in assets they may be transferred by declaration and no probate is required. To transfer motor...
What is the "community standard" for compensation to an attorney-in-fact and trustee of a decedents trust?
Joel's answer
|
Answered on March 26, 2013
Rosemary is right in that there is no absolute schedule of what is reasonable and there has been substantial downward pressure in the San Diego...
Who decides whether someone is competent or mentally capable of making their own decisions. In Calif.?
Joel's answer
|
Answered on March 12, 2013
California is struggling with competency issues. California recently reinforced rules that a diagnosis as having an illness which may effect...
Archived
What kind of atty should we consult re: transfer of property from parent to adult children?
Joel's answer
|
Answered on March 12, 2013
This sort of issue presents itself often. Most experienced estate planning attorneys are accustomed to either preparing out of state deeds or...
Archived
Assuming I have a straight forward living trust to create, how much would that cost and how long does it take to put it together
Joel's answer
|
Answered on March 12, 2013
As the other attorneys answering your question expressed, there can be a lot of variation in costs for a basic Husband and Wife estate plan and of...
Transfer a property to a friend not a family member. What's the better way to do to avoid gift tax or Estate tax?
Joel's answer
|
Answered on February 21, 2013
You made the right choice in seeking advise about gifting. Although you are entitled the the same small annual exclusion as a U.S. Person a...
Archived
California sales tax
Joel's answer
|
Answered on January 31, 2013
Sales tax and multi-state sales tax rules are often confusing. California can be a greedy state. Unfortunately, you failed to give one important...
Archived
When my parents died they left their home to my brother.My brothers marries and then seperates 10 years later
Joel's answer
|
Answered on January 17, 2013
I hate to say it -- but it depends. The key determining factor is how your brother held title at the time he died. A straight forward title...
Archived
What to do when my brother didnt follow special needs trust instructions
Joel's answer
|
Answered on January 16, 2013
Although the trust undoubtably gives your brother your trustee great discretion - he must not exercise that discretion unreasonably. You have a...