How is the estate plan executed? Is it even necessary to have an attorney?
An attorney will help you get the EIN, prepare the 16061.7, and make sure a proper accounting is done. If you do not understand any of the above,...
Huntington Beach, CA
Estate planning Lawyer at Huntington Beach, CA
Practice Areas: Estate Planning, Probate, Bankruptcy & Debt
An attorney will help you get the EIN, prepare the 16061.7, and make sure a proper accounting is done. If you do not understand any of the above,...
Without reading the trust, I cannot be sure. But it is probable that the trust did not become irrevocable until March 2018 when mom died. Therefore...
You need a Small Estate Affidavit and none of the DE forms. Hire an attorney to help you. It will save you a lot of time.
If the trust is successfully challenged, the previous version of the trust goes into effect. If there is no previous version of the trust, an...
Take what you have and what you know to a probate attorney. The normal plan is that children would split the share their predeceased ancestor...
One addition to the other answers. Under California law, if a beneficiary of a will is a witness to the will, they get the lesser of what is given...
Is brother the trustee? If so, he should have given you an accounting for 2017. In my opinion, it should have been completed by April 15 because...
1. Unless the condo is in a trust NO ONE has the power to do anything until someone is issued Letters of Administration or Letters Testamentary by...
Why is a Special Needs Trust being set up for a person with capacity? Is it likely they will lose capacity in the near future? Someone with...
If everything is cash in the bank, it should be distributed within 2 weeks of everyone agreeing. One hold could add weeks or months. If stock has...