Can a Heggstad petition be resubmitted if it fails or does the property automatically go into probate?
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Answered on December 23, 2013
Your attorney should be aware of the requirements for such a petition, including any local requirements. If you have any questions or believe any...
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Do i have any rights to a portion of his tax return?
David's answer
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Answered on December 23, 2013
You are not entitled to any part of the refund your finance has on his tax return as you are not married yet.
Assuming that you are still living...
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Should an accounting statement be provided if one is requested before the principal dies or only after?
David's answer
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Answered on December 23, 2013
Until the settlor dies and the trust becomes irrevocable, the only person to whom the trustee is required to account to is the settlor. However,...
How to calculate capital gain taxes on a house in an irrevocable trust.
David's answer
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Answered on December 14, 2013
You should consult with the attorney who prepared the trust or a tax attorney, CPA or enrolled agent who is familiar with the taxation of trusts,...
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What paperwork do I need to file and defend myself in Superior Court, where do I go to get the forms and fill out.
David's answer
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Answered on December 14, 2013
Your question and information provided is confusing. If you are a defendant in a civil lawsuit, you should follow attorney Green's recommendation...
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Can I contest the ability of the trustee
David's answer
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Answered on December 11, 2013
Yes. You can request that a trustee be removed if he lacks the ability to fulfill his fiduciary duties.
The trustee was selected by the...
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The receipt for distribution I have been sent to sign re: Moms IRA, I disagree with yet desperately need my money? sign duress?
David's answer
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Answered on December 11, 2013
I agree with the answer to by attorney Rossmeissl.
You do not have to sign a release and, if they know of your financial distress, requiring...
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Are parents obligated to show their children their will and living trust?
David's answer
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Answered on December 11, 2013
You are not obligated to show your children or anyone else your will or living trust. These are your private revocable documents that can be...
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Should an automobile be placed in a revocable living trust to avoid probate in california?
David's answer
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Answered on December 11, 2013
As a general rule, I don't have clients transfer title to automobiles to their trust. It avoids having to disclose anything about the trust when...
What box to check on Part 1 of PCOR when transferring home to joint living trust?
David's answer
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Answered on December 11, 2013
It won't hurt if you check off both. However, if when you used the explanation on the deed why the declaration re documentary shows -0- is because...
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