I'm not aware of any such law. However, a trust is presumed to be revocable unless by its express terms it is irrevocable. It's not uncommon to...

When you are updating or amending your old trust, if the person that you want to "disinherit" is a possible "heir" of yours (a spouse, a child,...

There is no such "form" to transition an AB Trust to a simple trust. If the Settlors are both still alive, they can amend the trust to make it a...

Lots to unpack here... If your mother and stepfather had a "AB" trust, the trustee (your mother, unless she resigns) must give them a copy of the...

Hello, that is a great question! In California, if real estate is held as Community Property, 100% of the cost basis "steps up" at the first...

Hi there! You have to check "No" on items A - K. However, if you check item L as "Yes" (transfer to/from a revocable trust that may be...

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The recorder's office will require the PCOR or they will not record the affidavit. Your wife will indicate that the "seller" is you, as the...

Your father may amend his estate planning documents, but you cannot. If your father has the requisite mental capacity (he understands the nature...

Hi, There is really no way to protect against the IRS, they have special powers and can basically break any asset protection structure in the...

Your "attorney" should be helping you with this. I'm surprised that he/she is leaving this up to you.