California: Must the Executor provide a copy of the WILL along with the TRUST and AMENDMENTS to beneficiaries?
Joel's answer
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Answered on June 08, 2021
If you have the original will, you are required to file the will with the court that would have jurisdiction over the estate if a probate were to...
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My siblings excluded me from knowing what is in our Mom's trust estate, now they need my help financially. Should I help them?
Joel's answer
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Answered on April 12, 2021
At first your question rings in as a moral question followed by a how to do so safely question. On that front, should you chose to help you should...
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Can my grandmother gift her home to my mother and then to me? Can we do this by feb. 11th to beat the deadline for prop 19?
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Answered on February 03, 2021
Yes that can work, but watch out for a couple of possible speed bumps. It is your Grandmother's home so no matter how high the value she can...
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Do I have to amend my revocable trust?
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Answered on November 01, 2020
In CA you don't need to put her on title to keep your house safe. So long as you occupy the house and have the intention that if you must be away...
My sister has convinced my mom to change her trust 3 weeks after the doctor declared her unable to make a sound decision,
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Answered on September 25, 2020
A Doctor's certification that someone lacks the ability to handle their own affairs does not mean that they are not competent to create or modify a...
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How to I inherit property from a spouse who died without a will?
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Answered on September 21, 2020
Unfortunately, without a trust, right of survivorship or transfer on death deed you will need to hire a attorney to transfer the title. There are...
Can my spouse whos named remainder beneficiary of 3rd party SNT also be Trust protector ?
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Answered on September 17, 2020
Based upon what you shared it would be inappropriate for your husband to serve as the Trust Protector. He has an interest in having the trust...
Can a person named as a successor trustee also be named as the trust protector in a third party special needs trust?
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Answered on September 16, 2020
It is possible but provided for in the standard drafting software used by the majority of Attorneys. Typically a trust protector has multiple...
My mother did a quitclaim deed to add her boyfriend back in 2017 she passed away a year ago 2019 does he own the property?
Joel's answer
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Answered on July 29, 2020
A transfer to someone as a tenant in common usually means only a portion of the property was transferred. An experienced estate planning attorney...
What kind of lawyer do I need to contact?
Joel's answer
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Answered on July 29, 2020
You need to contact a California elder law attorney. Changing trustees probably can be done under the terms of the document and if not, then it...