Archived
At what stage, of conservatorshipProceedings, would theCourt order a mental evaluation to determine incapacity of FA.?
Alan's answer
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Answered on August 24, 2015
File as soon as you can.
The court can order a HAPS evaluation. HOWEVER, UCI has become very slow in getting these done and filed. Your attorney...
Archived
In probate, Can I transfer real estate that was partially paid for with community assets and was held by both of us to me alone?
Alan's answer
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Answered on August 24, 2015
You already have the probate open.
The easy way is to have the order distribute the home to you. Then record the order or an...
Archived
If I buy a house cash using 401K funds, do I still have to claim the cost as additional income? Does one also pay sales tax?
Alan's answer
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Answered on August 24, 2015
1. As the other attorneys have said, withdrawal from the 401K will trigger INCOME taxes. May be able to get around it if you take a loan secured by...
Archived
My father is incapable of protecting himself from undue influence and physicical/emot- abuse. Does that make him incapacitated?
Alan's answer
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Answered on August 24, 2015
You should talk to a conservatorship attorney about a conservatorship.
You will need a Capacity Declaration from your father's physician.
The...
Archived
Questions About Spousal Property Order
Alan's answer
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Answered on August 23, 2015
If everything is community property, a spousal property petition should be sufficient.
Without a will, the problem is often documenting what is...
Archived
What are the laws if any regarding first born inheritance if there is no will outlining
Alan's answer
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Answered on August 22, 2015
You need to look at the title to the house and other information.
If community property, mom gets it. It may be community property even if only in...
Archived
What document do I need to fill out giving my sister full care of my son should something happen to me?
Alan's answer
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Answered on August 21, 2015
A will nominating sister as guardian of the person and estate is the normal method.
Talk to an estate planning attorney and consider a complete...
Archived
Probate auction sale of property
Alan's answer
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Answered on August 21, 2015
It sounds like you are looking at a property tax bill. That is almost the only place you will see the value of a house and a lot separated. The...
Archived
If a deceased has a Will and Trust is there any need to go through probate in California?
Alan's answer
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Answered on August 21, 2015
If the value of the property not in the trust (excluding vehicles and some other items) or with named beneficiaries has a gross value of less than...
In a court confirmed probate sale, does notice of the court confirmation hearing need to be published three times?
Alan's answer
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Answered on August 20, 2015
Yes. It needs to be in a newspaper of general circulation for the place where the property is located. Unless the property being sold is not in the...
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