As beneficiaries, are we entitled to see the most current Trust papers and accounting of the money being spent by the POA?

If the trust is your mother's revocable trust, you have no rights to see the trust or get an accounting from the trustee of the trust. If the...

The Franchise Tax Board says that I owe $1125.23 for not filing a 2010 tax return. I was in prison from 9/10 to 1/13.

The FTB has been preparing a tax return for an individual who do not file whenever it believes (often based on the slightest of information) that...

Do all Title companies in California require agreement of beneficiaries to transfer real property title from a trust?

I have not heard that title companies are requiring consents of the beneficiaries. As a general rule, it is the trustee to administers the trust...

Sold a house at a loss in 1998. moved to tx. have been in tx since 2000. now ca ftb is claiming a $18,000 tax debt from sale

Attorney Smith is probably correct as to why California is claiming you owe it taxes. The sale amount was reported to the state. As California...

Unfortunately your tax preparer didn't understand how the IRS checks names against social security numbers. If the IRS records had not received...

With a POA am I able to change the title on my mothers home to the name of her rev trust. The home is listed in her trust.

If the POA was prepared with the trust as part of your mother's estate plan, it should have the power to complete the transfer of title for the...

Just obtained EIN for DBA from 2012, can I claim deductions on my 2013 taxes?

It is not an issue whether or not you've obtained an ein for the expenses to be deductible. The question is whether these were costs of getting...

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Is letting a dependent be an authorized user of my credit card good enough for record keeping ?

Assuming that the only issue whether he qualifies as your dependent is whether you pay over half of his support, charges for support expenses made...

I need help removing a Successor Trustee (my Aunt) from my dads Estate. I am the heiress. She refuses to turn over the tile deed

Your aunt is under a duty to follow the terms of the trust, as well as a duty to provide information and account annually to the beneficiaries. If...

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Is there a waiting time between filing a chapter 7 bankruptcy and then filing a chapter 13 bankruptcy?

Did you get the 2nd and 3rd mortgage before your Chapter 7? Did you reaffirm your 2nd and 3rd mortgages in your Chapter 7? If you didn't reaffirm...