Can a California Trust legally waive 'pre-death' accounting if it states to provide accounting after death?
Alan's answer
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Answered on November 03, 2024
With an AB trust, the trustee is required to provide an annual accounting to all current beneficiaries of the B trust. The accounting should also...
What can you do if you suspect the executor of an estate is mismanaging it??
Alan's answer
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Answered on November 01, 2024
Time to hire a trust litigator. Step one is to read the trust carefully and then any amendments to the trust.
You will want copies of your...
Can an grantor irrevocable trust be changed by the grantor in California for good reasons?
Alan's answer
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Answered on October 30, 2024
1. Unless specified in the irrevocable trust, the only way to change an irrevocable trust is to prove to the court that the purpose of the trust...
How to put transferring a vehicle from an individual to an estate trust california
Alan's answer
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Answered on October 30, 2024
Why bother? You just wait 40 days after the date of death and go to the DMV, auto club, or other vehicle title transfer agent and transfer the...
Does a Schitzophrenic person automatically get a mental health attorney?
Alan's answer
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Answered on October 30, 2024
"If you cannot afford an attorney, one will be appointed for you."
Was she hospitalized under W&I 5150 (72-hour mental health hold)? Was she...
I have power of attorney for my husband's financial affairs. Does this allow me to change designated beneficiaries?
Alan's answer
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Answered on October 30, 2024
I would not change the beneficiaries or move money from an IRA unless your husband is old enough to have to take money from the IRA. There are some...
Is it considered contesting a trust to remove the trustee due to fiduciary responsibilities not being met?
Alan's answer
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Answered on October 22, 2024
To add to Ms. James's answer. You need to do the buyout precisely as specified in the Board of Equalization regulations, or the property taxes...
What happens when a sibling who is part of a family trust dies without a will? Do their children inherit any part of the trust?
Alan's answer
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Answered on October 20, 2024
If your mother lived long enough to be entitled to her share of the trust, her share will be distributed according to her estate plan. If she did...
Pension. Can an adult child be eligible to receive a deceased parent's pension? (Family law)
Alan's answer
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Answered on October 20, 2024
Maybe. It all depends on the pension plan.
IRAs, 401Ks, 403 b7s, and similar deferred tax plans are owned by the person. So, any money left in...
Can I replace a joint revocable living trust dated July 13, 2,000 , to a single revocable living trust with a Quitclaim Deed ?
Alan's answer
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Answered on October 18, 2024
Usually, you keep the trust name and replace all the words with new words. That saves the hassle of moving real property and all other trust assets...
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