Archived
Is a trust lawyer legally obligated to answer questions posed by heirs to the estate, or is the only obligation to the Executor?
Alan's answer
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Answered on September 18, 2019
The attorney represents the trust and trustee.
If something you want to know is attorney-client privileged, you are not going to get it unless the...
Archived
For the last testament: Can the date of signing the last testament be different from
the date of the notary?
Alan's answer
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Answered on September 18, 2019
Notarization of a will??
A will needs two witnesses. A notary does nothing except the notary may be a witness.
California does allow the...
Does a boat qualify as real property for the transfer of death deed (TODD)?
Alan's answer
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Answered on September 16, 2019
No. If it has CF numbers it is rated like a vehicle. Wait 40 days and do a DMV form.
If it is documented, then it is a legal person and would...
Archived
Filing and signing 1040 for deceased spouse
Alan's answer
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Answered on September 16, 2019
You may need an accountant to help you.
There is a place on the 1040 to indicate that one or both taxpayers is deceased.
Archived
Trust?
Alan's answer
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Answered on September 15, 2019
You should have received a copy of the trust, a notice telling you that you have 120 days to contest the trust, and annual accountings. If you are...
Archived
Should I create an LLC an irrevocable trust or both in order to protect my assets?
Alan's answer
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Answered on September 14, 2019
The $800 per year tax on a LLC will buy a lot of insurance,
Also, the medi Cal people may think what you want to do is fraud
Archived
Is a parent obligated to act as executor of his son's insolvent estate in California if there is no spouse or children or will?
Alan's answer
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Answered on September 12, 2019
How big is the bank account? If under $150,000 you can use a Small Estate Affidavit to get access to it.
The car would be transferred with an...
Archived
Do you prepare Grant deed? If so what is the cost?
Alan's answer
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Answered on September 12, 2019
Yes, it can be done with a deed.
HOWEVER, it is a bad idea to put a child on title. If the child gets in financial difficulty, the house can be...
Archived
Will I be able to receive unemployment if our company goes into probate after the sole owner died suddenly?
Alan's answer
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Answered on September 11, 2019
If the company shuts down or you are laid off, you will get unemployment.
Even with a will, the owner's estate will go though probate.
IS the...
Archived
Mother deceased 10 years left house to bother never transfered in his name.its now he probate.now we sign a notorized statement
Alan's answer
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Answered on September 10, 2019
If I read your question correctly, mom's will gives her home to brother. But, there has not been a probate or the probate has not been...
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