Questions answered by Kimberly Tsong-Min Lee

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What came first...the Will or the Trust?

Kimberly's answer | Answered on May 23, 2011

It's an interesting question. The answer however is not the quality of your probate attorney. A trust is sometimes referred to as a "will...

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Is it a best idea to get a attorney!! we need closure.

Kimberly's answer | Answered on May 15, 2011

Definitely speak to a medical malpractice attorney immediately. There is statute of limitations to file such lawsuits and you want to make sure you...

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At what finanicial level does Probate become manditory? In California.

Kimberly's answer | Answered on May 15, 2011

I agree with the previous attorney's comprehensive answer. The $100,000 threshold in California does not include any payable-on-death or joint...

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My husbands special needs trust at 18 is willed to his mom, I am his wife and he was 35, I stayed at home to take care of him,

Kimberly's answer | Answered on May 15, 2011

I agree with the comments by the attorney who addressed your question. You may however want to consult with an attorney to review the terms of the...

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My parents purchased three Living Trusts from a company in California called Families First Estate Planning.

Kimberly's answer | Answered on May 11, 2011

I'm sorry to hear about your parents' experience. It's very important that they seek an estate planning attorney immediately to review the three...

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May I transfer real estate title into my trust by quitclaim? And, if so, what are the pros and cons of using this method?

Kimberly's answer | Answered on May 01, 2011

California real property can be transferred by either grant deed or quitclaim deed. A grant deed is usually the preferred method of transfer...

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If a person responsible for the death of another is no longer alive, can that persons family sue the estate of the responsible?

Kimberly's answer | Answered on April 26, 2011

Based on your minimal facts, the beneficiary of an estate may certainly file a claim against the estate of the person who is responsible for...

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Does a will that wanted assets held in trust supersede beneficiaries on an annuity?

Kimberly's answer | Answered on April 26, 2011

This would depend on when the beneficiary form was executed for the annuities. Annuity contracts are contract based between, in this case, your mom...

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I was recently given an infraction at Angel's Stadium for "alcohol consumption". Would this be on my record?

Kimberly's answer | Answered on April 26, 2011

I agree with the previous contributor. You should be fine as to not having it on your permanent record that would impact your RN career. It's like...

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Dad wants 2 b sure I take over his house easily if something dreadful happened. What problems w/him making me joint tenant w/him

Kimberly's answer | Answered on April 26, 2011

I agree with all the other contributors. Even though it appears to be "simple" to add your name onto the title as a joint tenant, it creates a...

Kimberly Tsong-Min Lee's Answers (22)

What came first...the Will or the Trust?

Is it a best idea to get a attorney!! we need closure.

At what finanicial level does Probate become manditory? In California.

My husbands special needs trust at 18 is willed to his mom, I am his wife and he was 35, I stayed at home to take care of him,

My parents purchased three Living Trusts from a company in California called Families First Estate Planning.

May I transfer real estate title into my trust by quitclaim? And, if so, what are the pros and cons of using this method?

If a person responsible for the death of another is no longer alive, can that persons family sue the estate of the responsible?

Does a will that wanted assets held in trust supersede beneficiaries on an annuity?

I was recently given an infraction at Angel's Stadium for "alcohol consumption". Would this be on my record?

Dad wants 2 b sure I take over his house easily if something dreadful happened. What problems w/him making me joint tenant w/him