She'll have to spend down her countable assets to less than $2,000. There are a number of excluded assets that she can use to decrease the funds...

Step one would be to send a demand letter to the trustee to provide a copy of the trust and an account, among other things. Step two would be to...

How to I report sale of my fathers home that was in trust. rec'd 1099s from title co. and funds have already been distributed.

The trust may or may not have a gain on sale after taking into account the step-up in basis. The selling costs are deductible, and a trust can...

I assume that there is a trust and that the trustee of the trust wants to purchase the home from the other beneficiaries of the trust. First, the...

If my sister was power of attorney over my mom before she died my sisther sold her house and bought another home thru my mom ..

All of your mother's assets should go through a probate matter. I don't undertand if your sister took any of your mother's assets? If she did,...

Good advice from the other two attorneys, I would add that you can only get the Seadoos if you are the sole heir, otherwise, you have to share them...

The short answer is to bring the trust and will to an attorney to review for you. The long answer is that it all depends. If the first will was...

What happens in CA if two of the four siblings my parents named in their will to split & receive their estate, have passed away?

There is more than one possibility of how the estate will be divided, depending on what the will and trust say. One possibility is that the the...

How do I find out what my deceased fathers assets are?

If your father lived in Texas, then you would need a Texas probate attorney to help you.

Six adult siblings each have a 1/6 interest in a single-family residence in Upland, California. Ownership is tenancy in common.

A probate proceeding is required whenever someone dies while owning real estate to transfer the asset to the heirs. This property will require two...