Do I need to file my husband's Will in CA? Do I need to probate the Will? Do I need to notify any other government dept.?
Bryan's answer
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Answered on September 18, 2021
When one spouse dies, administration of the estate can be quite straightforward for the surviving spouse. Assuming everything was community...
Aunt and Uncle want to leave Niece and Nephew their house in CA
Bryan's answer
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Answered on December 13, 2009
The easiest thing you could do would be for them to set up a trust naming you as beneficiaries of the house. The fee you pay the attorney to...
A house is in a Calif. revokable trust. When the owner dies does the prop. 13 die also?
Bryan's answer
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Answered on December 13, 2009
No, but only if she leaves it to her children under Prop. 58. If a portion of the house is left to a non-child, just that single portion will be...
Archived
Can my stepfather assign his daughter power of attorney (financial or otherwise) for my mother after she's declared incompetent?
Bryan's answer
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Answered on December 13, 2009
Most likely not. A POA usually has multiple agents listed to serve in succession if one of the primary agents ceases to act. So if your...
Archived
I want to buy a small piece of ground 1/4 of an acre that joins my property that is now in a trust. trust lets widow live there
Bryan's answer
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Answered on December 13, 2009
Trust attorney here. I can add a little bit of value, and probably answer half your question.
If the trust mandates that the trustee hold the...
Archived
Trust owner has passed, what is the successor trustee's requirements to manage the trust in CA
Bryan's answer
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Answered on December 13, 2009
I don't think I can add any additional value here in terms of what it is that you need to do, but what I do want to emphasize is how complicated...
Does a beneficiary of a trust have a right to seek banking information
Bryan's answer
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Answered on December 13, 2009
Unfortunately, your question is a little unclear, but it is only because you may have some of the terminology mixed up. Let me extrapolate here...
Archived
Does california state provide law that allows the legal power of attorney (for our) parents to be compensated for work done?
Bryan's answer
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Answered on December 11, 2009
Without knowing additional facts, I can't tell you for sure if it would be proper for you to be compensated for your services, but consider the...
Archived
Bank acount
Bryan's answer
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Answered on December 11, 2009
I think some more information is needed if you want a good answer. Is this your account? The account of someone else that you are taking care of?...
Trust: Parent leaves house to son w/stipulation that house be left to grandson upon his death. Can son sell house?
Bryan's answer
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Answered on December 11, 2009
I actually encounter this often, but on the front end of things--during the planning process. Many times a client wants to "rule from the grave"...
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