Questions answered by Robert Lewis Firth

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Is a life insurance policy and retirement account something that needs to be listed in a living trust or will?

Robert's answer | Answered on June 20, 2019

The life insurance policy and retirement account do not go into the trust. However, you need to make sure that the beneficiary designations on...

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IS there a time limit on suing trustees who sell land without other trustee's signatures?

Robert's answer | Answered on June 19, 2019

I agree with my colleagues. A definitive reading of the trust documents is necessary to answer your question. I suggest you consult with a trust...

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Shredded original trust and copies. I changed it, with 1st amendment. I have a new will, no original trust or copies

Robert's answer | Answered on June 18, 2019

You did this without a lawyer? God only knows what kind of mess you have on your hands. See a trust lawyer. You will sleep better.

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In state calif. Mom passed, dad still alive, am I entitled to have a copy of trust? My sister is executor of the trust?

Robert's answer | Answered on June 18, 2019

Only if your mother's trust became irrevocable at your mother's passing, which would be unusual.

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What is the best way to protect my assets in a legal separation?

Robert's answer | Answered on June 15, 2019

Get a property settlement agreement with you separated husband ASAP, take his name of all of your credit cards if he is on them, cancel the joint...

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Help Understanding Confusing Statement Notice Trustee 60 Days or 120 Days? (Northern California) - Trust?

Robert's answer | Answered on June 14, 2019

Under California Trust Law, within sixty days from when a trust becomes irrevocable (As in the Trustor dies), the Successor Trustee must send a...

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If a person “A” signs a quitclaim deed over to person “B” and it is recorded with the county, and then person “A” signs a grant?

Robert's answer | Answered on June 13, 2019

The grant deed is invalid because it came after the quitclaim deed was recorded. The grantee of the grant deed can sue the grantor of the grant...

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Purchasing a portion of a home and then receiving rest of property as a gift when grandmother becomes deceased?

Robert's answer | Answered on June 13, 2019

Your grandmother needs to see a real estate/estate planning attorney to get this right.

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Someone forged my deceased grandfather's name on a trust deed to his house.

Robert's answer | Answered on June 12, 2019

Time to lawyer up to investigate what happened and sue the wrongdoers. However, there may be some facts of which you are not aware. A lawyer can...

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Having a title issue?

Robert's answer | Answered on June 12, 2019

Unfortunately, I have seen home lenders make absolutely stupid decisions with no legal basis. Are you sure it is the lender or is it the title...

Robert Lewis Firth's Answers (4085)

Is a life insurance policy and retirement account something that needs to be listed in a living trust or will?

IS there a time limit on suing trustees who sell land without other trustee's signatures?

Shredded original trust and copies. I changed it, with 1st amendment. I have a new will, no original trust or copies

In state calif. Mom passed, dad still alive, am I entitled to have a copy of trust? My sister is executor of the trust?

What is the best way to protect my assets in a legal separation?

Help Understanding Confusing Statement Notice Trustee 60 Days or 120 Days? (Northern California) - Trust?

If a person “A” signs a quitclaim deed over to person “B” and it is recorded with the county, and then person “A” signs a grant?

Purchasing a portion of a home and then receiving rest of property as a gift when grandmother becomes deceased?

Someone forged my deceased grandfather's name on a trust deed to his house.

Having a title issue?