Did I do something wrong as settlor/trustee?
You need to hire an attorney. Based on the terms of trust you described (i.e. an irrevocable bypass trust) you will be required to account and...
Irvine, CA
Estate planning Lawyer at Irvine, CA
Practice Areas: Estate Planning, Probate ... +2 more
You need to hire an attorney. Based on the terms of trust you described (i.e. an irrevocable bypass trust) you will be required to account and...
You are correct...there are lots of red flags that might indicate some level of fraud or misappropriation has occurred. You are entitled to a...
As mentioned in the prior response, the fee for the attorney is generally based on a formula set forth in the Probate Code. You take the gross...
I'm assuming you are one of many beneficiaries, meaning you have a one or more siblings who are also entitled to an equal percentage of the trust. ...
Based on your post, you realistically have no chance of completing the probate process without an attorney. Seek out an attorney who does probates...
The short answer is that if you just proceed without any documentation as to what's occurring everything will likely be classified as a gift to...
Your best option is to ask the ex-wife to collect the funds, then transfer the funds to you. Maybe let her keep 10%. I guess how well that works...
The time frame seems a little long, but is probably based on the time the IRS has to audit/challenge the last tax return filed. As to the...
I think you are confusing some issues. For deaths after January 1, 2017, per SB 33, Medi-Cal recovery is limited to assets that go through...
In probate cases the attorney doesn't collect a fee until the end of the probate and only collects the fee from the assets within the probate, not...