What can I do about my Aunt mismanaging our trust, driving property into the ground and then selling with out notice?
Consult a local trust litigator asap.
San Diego, CA
Litigation Lawyer at San Diego, CA
Practice Areas: Litigation, Trusts ... +2 more
Consult a local trust litigator asap.
Yes, a contingent beneficiary can disclaim his or her interest or share of a trust. As a contingent beneficiary, you cannot "gift" your interest.
There is no inheritance tax for you to pay, and hence, no form.
Your questions are iterative of the answers you seek. The best way to set up a comprehensive estate plan is to begin discussing the process of...
Based on the facts you have stated (if the parents are alive and you are not a beneficiary), then most likely not.
Yes, the attorney can act as one of the witnesses and a notary (assuming he or she is also a notary).
I am unclear why you would need to transfer it out for the trust as part of a refi. If the title changes (e.g., from your mother as past trustee...
By trustees of the revocable trust - e.g. “John Smith and Susie Smith, as Trustees of the Smith Family Revocable Trust dated January 1, 2019, or...
Most likely probate is what happens. But have a knowledgeable local trust & estate attorney review all the documents for you and advise you.
No, if the value of the estate is under the estate tax exemption, then there is no estate tax (irrespective of beneficiaries or their shares of the...