Archived
How do I get deed of house in my name after death of friend who gave it to me when its still in his moms trust/name?
Alan's answer
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Answered on June 11, 2018
You need to take all of the paperwork to a probate attorney.
You also need to prepare your own estate plan.
The results are going to depend on...
Archived
How can my father sell their house and what will be the tax consequences?
Alan's answer
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Answered on June 10, 2018
He can probably rent or lease the property.
Without your mother and father's signature, no title company will provide title insurance. Without...
Archived
I need to obtain a poa on my mother?
Alan's answer
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Answered on June 10, 2018
An attorney prepared POA should have successor agents fro handle this problem.
Do it yourself ones do not.
If mother has capacity, she can...
Disclaiming Inheritance to stay on Medi-cal in California?
Alan's answer
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Answered on June 10, 2018
Medi Cal ignores disclaimers. in determining eligibility.
Spend the money to perform any deferred maintenance on your home or car.
Prepay funeral...
Archived
I am one of two nephews who are the last surviving relatives of an Aunt who passed away although earned residuals from Sagaftra?
Alan's answer
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Answered on June 10, 2018
Your attorney can get the death certificates because it is in connection with the administration of an estate.
Archived
When considering assets of the deceased, does than pertain to what they owned at the time of death and/ or prior to death?
Alan's answer
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Answered on June 10, 2018
The assets of the deceased are those ones at the moment of death.
HOWEVER, the executor/administrator can file a petition (Probate Code 850) to...
What happens if an executor of an estate cannot be found?
Alan's answer
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Answered on June 09, 2018
If the bank account is in the name of the trust, the trustee can get the money. If no trustee AND the trust does not specify how a new trustee is...
Archived
Husband passed in 2013. He has a pension he did not claim. He had no will or any assets when he passed.
Alan's answer
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Answered on June 07, 2018
Where you married to him during the entire time he worked at Raytheon? If so, the pension is yours.
If for just part of the time, unless there...
Archived
Does a foreign-dwelling American trustee make a trust foreign?
Alan's answer
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Answered on June 07, 2018
Since you have a US bank and a US citizen as trustees, you do not have the problem when the surviving spouse is the only trustee AND not a US citizen.
Archived
What do i do my dad left me and my sister and brother the house we sold it do we have to pay taxes?
Alan's answer
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Answered on June 07, 2018
To add to the other answers, which handled the income taxes. Probably no income taxes.
HOWEVER, unless you filed the parent-child exclusion form...
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