Will changing TIC(70/30) to JT for a house owned by my life partner and me incur any gift tax or transfer tax?
Haleh's answer
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Answered on October 12, 2018
It would be a good idea to wait until you are married to save on any transfer taxes and reassessment. In the mean time, it might be a good idea for...
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I was completely taken off my grandparents irrevocable living trust after my grandfather passed away in 2015. And only me.?
Haleh's answer
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Answered on October 12, 2018
There is a lot going on here. I think that you would benefit from speaking to a trusts and estates attorney. Do it ASAP, definitely before the 120...
Archived
Trustee vs beneficiary?
Haleh's answer
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Answered on October 01, 2018
Hi, If you are beneficiary of the trust you are entitled to a copy of the trust. It would be a good idea for you to speak to an estate planning...
Archived
How do non citizens living in the US with property write a will to leave property finances to US Citizen kids?
Haleh's answer
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Answered on September 28, 2018
I agree with the other two attorneys. It is a good idea for your parents to speak to a good estate planning attorney who can help them set up the...
Archived
How can i get gaurdianship to my friends 1year old since i have had him with me since he was 2mths.
Haleh's answer
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Answered on September 28, 2018
You may file a petition for guardianship (probate guardianship) at the court. There are often local resources that can help you get started. You...
Archived
Can I change the name of the person on my power of attorney page on my revocable trust?
Haleh's answer
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Answered on September 28, 2018
You can always change the person named as your agent for Power of Attorney for Healthcare. It seems like you have your new married last name on...
How do you dispute a family trust when the primary member passed away 2 days ago? This is in Los Angeles County CA
Haleh's answer
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Answered on September 27, 2018
You might want to start by requesting a copy of the trust to make sure that the terms of the trust are what you think they are. If that is the...
Archived
As a trustee listed on a Family trust, do I have a right to the copy of the trust? The state is California.
Haleh's answer
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Answered on September 26, 2018
I am sorry for your loss. I hope that this answer will help bring you some peace of mind. Under California law, once a trust becomes irrevocable, a...
Archived
Can a Trustee assign her powers as trustee to another sibling before my mother passed?
Haleh's answer
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Answered on July 17, 2018
I agree with my colleagues. You will need to get a copy of the trust and read it. I recommend that you speak to an attorney to be sure that you are...
How do I prove I'm next to kin when I don't have a death certificate yet.
Haleh's answer
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Answered on November 21, 2017
I am very sorry about the loss of your father. Your birth certificate should be a good proof that you are your father's son. But I don't think that...
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