Archived
How should i prepare estate documents and in what order should they be in when handing them to an estate attorney for review?
Brian's answer
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Answered on May 05, 2020
I understand your concerns. But a lawyer experienced in trust litigation (that's very important, you do NOT want an estate planner here) can...
Archived
What are my rights if my deceased mothers siblings took my mother and her children off the estate ?
Brian's answer
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Answered on November 21, 2019
What you mean, most likely, is that your aunt UNDULY INFLUENCED your grandmother to change her estate plan, which resulted in cutting your mother...
Archived
How do I make sure my car that I gifted to my Dad in Orange County, California, is given back to me when he passes away?
Brian's answer
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Answered on November 20, 2019
You gave your car to your dad, but he told you he would leave it to you at his death. What he needs to do in order to make that happen is to:
1. ...
How do I transfer property title from a trust to a successor trustee whose name is not on the recorded deed?
Brian's answer
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Answered on October 23, 2019
You need to sign an "Affidavit - Death of Trustee" and attach your father's death certificate to it. Then take it to the county Recorder's office...
Archived
Single dad with two minor children: Should I create a revocable living trust and/or a trust for the minor children?
Brian's answer
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Answered on September 26, 2019
Hi, you are on the right track. Just create a revocable trust that specifies that upon your death, the trustee(s) will distribute your trust...
Does the name of the trust need to be exact as beneficiary?
Brian's answer
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Answered on August 30, 2019
i don't think that will be a problem. Somewhere in the paperwork that you will be using to designate your trust as beneficiary, there will be a...
Archived
Will my money in my bank be automatically be given to my wife in the event of my death ?
Brian's answer
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Answered on July 23, 2019
No, not automatically. First of all, you should at least have a will so you can designate your wife as beneficiary of your bank accounts and other...
Archived
Can I contest against my step sisters on my dads will?
Brian's answer
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Answered on April 10, 2019
Let me get this straight - you want to know if your father can leave his home, and the substantial sum he inherited from his father, to his...
Can I be found guilty of financial elder abuse?
Brian's answer
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Answered on March 14, 2019
As attorney Dorfman stated, you need an attorney to protect you. You will probably be okay if you can establish that at the time he gave you those...
How much tax does a $10M + trust pay if it passes through two generations?
Brian's answer
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Answered on February 14, 2019
Hmmm....
I respectfully disagree with the other attorneys that answered this question. I do not think that the Generation Skipping Transfer Tax...
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