After a parent's death and at the settling of an estate is it usual to reserve some funds before distributing to the heirs?

As the others have advised you, it is very common and, additionally, the prudent thing to do. Requiring the expertise of a CPA is a good example...

I am a bit confused by the facts that you have presented here. As I understand it, before the Trustor died, he/she had made some type of amendment...

Selected as the best answer

My husband passed away and left a special needs trust behind, no beneficiary mentioned. How can I get the money out?

I agree with Attorney James. If the trust you are referring to is a true Special Needs Trust, you will need a Court Order in order to terminate...

Can we file a mini probate for minimal cost in california. His estate has only about 20K in it and no real estate.

I am sorry for your loss. Fortunately, in situations like yours, you won't have to file a Probate at all. As the other lawyers have indicated, you...

Is it unusual for an attorney to petition court for a certafied guardian to become the adminastrator under the independant admin

When a decedent dies without a will but with an estate that needs to be probated, the Court appoints an Administrator to handle the estate. As...

Unfortunately, there is no form or schedule in determining the trustee’s compensation. The trust document is controlling but often times the trust...

Is a Revocable Family Trust valid if it is signed by two witnesses or does it have to be notarized in California

I am sorry for your loss. California trusts are not required to be notarized. As a practical matter, estate planning attorneys often prefer that...

Hi All can i make my trustee to sign his trustee sale to another trustee?

I would need more information to properly answer your questions. Are you the Trustor of the trust? A Trustor is sometimes referred to as a Settlor...

When you ask for an accounting from a family trust, should this include back up data such as bank statement, receipts,etc.

I agree with Attorney Pippen. The accounting may or may not include receipts, bank statements and like. However, you should be provided with such...

What is the difference between Power of Attorney and Guardianship .

I agree with Attorneys Pippen and Davis. From your post, it appears that your mother now lacks the capacity to execute a power of attorney in favor...