If I setup a lifetime trust (revocable) for my beneficiaries will I still be able to make changes until I am gone?
Rodney's answer
|
Answered on May 19, 2021
Of course you can make changes during your lifetime (assuming you have testamentary capacity to do so) because the trust is revocable.
When you...
Hi, my house is still being mortgaged. Would I still be able to retitle it to a living trust?
Rodney's answer
|
Answered on May 19, 2021
Of course!
You will incur recording fees, but that's it. While there is no tax impact, you'll likely have to fill out special paperwork to keep...
I have real estate property. What is the process to change the deed to the name of the trust?
Rodney's answer
|
Answered on May 19, 2021
Have your estate planning attorney prepare the deed. As a layperson, you are likely to make mistakes that will require resubmitting the deed at...
How do I add new assets to a living trust once it's written?
Rodney's answer
|
Answered on May 19, 2021
Simple: Use your Certification of Trust to re-title bank and brokerage accounts in the name of your living trust and make your trust the...
I have real estate property in a trust, what do I do if I want to sell it later?
Rodney's answer
|
Answered on May 19, 2021
Simple: Sell it in your capacity as Trustee of your living trust. Escrow can easily do this for you (though you'll need to provide them with a...
As a beneficiary, how can I receive a copy of an amended trust since I want to contest the current trust?
Rodney's answer
|
Answered on May 14, 2021
You're now entering into the area of trust and estate (T&E) litigation.
If you believe that your grandmother's trust was altered (replacing you...
Archived
What is a state, what is for, what can be included? Thx
Rodney's answer
|
Answered on February 24, 2018
If you're looking to protect your assets, then by all means consider scheduling an appointment in San Diego with an estate planning attorney who...
I need a Letter of Testimony to settle my sons estate specifically his retirement?
Rodney's answer
|
Answered on February 12, 2018
If there was never a probate opened, then you won't be able to get Letters Testamentary. If your son's estate was less than $150,000, then a...
Archived
How do I have my name placed on the deed to land property located in the county of San Bernardino, CA of my deceased wife?
Rodney's answer
|
Answered on November 28, 2017
It will depend on how she owned the property. That is, was it owned with you as Joint Tenants with the Right of Survivorship? Was owned in her...
Is there a default time limit for contesting a trust after the trustor deceased?
Rodney's answer
|
Answered on November 20, 2017
Per California Probate Code Section 16061.7, you may not bring an action to contest a trust more than 120 days from the date of the notification by...
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained