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As a beneficiary do I have a right to information about a property asset that my name is going on on soon ?
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Answered on September 19, 2013
To answer your question fully would require more information and facts then you have set forth in your questions. Who was the settlor who created...
Archived
What would a trustee have done to be removed as trustee and attorney-in-fact?
David's answer
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Answered on September 09, 2013
The trustee of the trust is a fiduciary who owes duties to each beneficiary of the trust. Along with the duties of the trustee set forth in the...
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Archived
In CA what situation would the transfer of property (>$180k) have tax imposed if we are transferring from living trust to deed?
David's answer
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Answered on September 09, 2013
In 1982 California repealed its inheritance tax effective for decedents who died on or after June 9, 1982. For a period of time, California did...
Archived
How long before court sends discharge paperwork?
David's answer
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Answered on September 06, 2013
Under the local rules of he US Bankruptcy Court, Central District of California, when the Trustee has completed all the payments to be made under...
Archived
I think this question is in the area of estate tax.
David's answer
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Answered on September 03, 2013
The answer may not be as simple as "Yes, you can give the money now to anyone you want" to the extent that the property you're giving away was...
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