Generally, no. In California, tax returns of private citizens are private and subject to the tax-return privilege. See Webb v. Standard Oil Co.,...

If you simply request that the trustee provide you with a copy of the operative trust, the trustee is obligated by law to provide it. See Probate...

As other attorneys mentioned, you are going to have to open a full probate and appoint a Personal Representative first. Then, potentially petition...

Assuming there are no other probate assets (i.e. assets that would need to be probated) other than the house, and the house is worth approximately...

Just get a probate attorney who is admitted in Nevada. (And depending on the circumstances, you may need to open an ancillary probate in Nevada). ...

I would review it with an attorney, including to see if the Bypass Trust was optional or mandatory. If mandatory, you may need to deal with...

I believe you are about 10 years overdue for a consult with a local estate planning attorney. Take a copy of the trust and make an appointment...

Yes, one beneficiary can buy out another beneficiary. In my experience (having handled hundreds, if not thousands of cases such as this one) is...

Agree with attorney Straus. If it is an ERISA account, then federal rules and case law applies. If it is a different account type (e.g., IRA),...

Do yourself a favor -- hire a friendly local estate planning lawyer. As someone who also handles probates, the common mistakes in "do it yourself"...