I agree with the answer and recommendations given to you by Attorney Givner. Yes, the beneficiary may be liable for CA income taxes on income...

What are the odds of selling 6/10ths of your property and getting the $500,000 tax exclusion offered by the IRS?

I agree with the answers of Attorney Stack and Ashouri. Certainly clarification of a number of facts needs to be made before your question can be...

Do I need to notify CA Dept of Corrections VCGCB if an inmate is receiving an inheritance outside probate (irrevocable trust)?

You need to notify CA Dept of Corrections VCGCB as you are a "person in possession of property of the decedent" under Probate Code Section 216...

As successor trustee, when i sell a home, transferred to a living trust does escrow need my personal information?

I agree with the answer of Attorney Carrier. They don't need your personal information and your personal liens should have no effect. Check...

I am a benificery of an irrevocable trust how can i get my funds

Do you have a copy of the trust? If not, request a copy from the trustee. The trustee was required to send you a notice which included a...

I beneficiary of irrevocable trust, A/B, mother died 18mos. ago and no accounting provided, am i entitled to accounting.

With you father still being alive and his trust revocable, you have no right to information or an accounting as to his survivor's trust, Trust...

Concerning a trust. If my mom has power of attorney written within a document why then would a lawyer put in short-power-of-atto

Without seeing the actual trust and other document, it is difficult to give you an answer to your question. A trustee of a trust can continue...

The notice that was required to be sent out by your father when the surviving grandparent died, should have been sent to all beneficiaries named in...

Concerning a trust. If my mom has power of attorney written within a document why then would a lawyer put in short-power-of-atto

I agree with attorney Burroughs. Without seeing the actual documents, I can only make assumptions about what is happening based upon general...

For the home owner over 55, the transfer of the prop 13 base year tax value is only allowed from one county to another county, if the county in...