Alan Leigh Armstrong's Answers (5959)

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Would adding third trustee to a California couple’s living trust alter any tax aspects of holding their residence in the trust?

Alan's answer | Answered on July 23, 2015

Adding an additional trustee with no powers to change the trust has no effect on income taxes. Income taxes on the sale of the house after the...

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Beneficiary became trustee against testator's intent, due to incompetence of testator. Trustee wrote trust and submitted it to

Alan's answer | Answered on July 23, 2015

The trust was set up under substituted judgment and you should have received notice of that and had the opportunity to object. If you did not...

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I am a 50% beneficiary of grandmas trust, my aunt is the other beneficiary/trustee. I live out of state, and have no possible

Alan's answer | Answered on July 23, 2015

Is this a probate or a trust matter? You should hire a local attorney to represent you. In any event, you can appear by telephone. Contact...

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Power of attorney

Alan's answer | Answered on July 21, 2015

Does mom still have capacity? If she does not, the POA is void. If the POA is used, when mom passes, you can require an accounting of your...

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My ex wife and I have an agreement for child support. Will I be able to deduct this as an expense if I file Chapter 13 Bk?

Alan's answer | Answered on July 21, 2015

Be sure you have the documentation. You need to make sure that you can prove all payments. ALSO, if the children become adults (18) during the time...

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VA advised I send them a small estate affidavit so that I can claim my father's insurance policy. Problem being he owns a house

Alan's answer | Answered on July 21, 2015

Estate taxes will only apply if the estate is well above 5 million. Income tax will apply to any income earned by the estate after dad died. Life...

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I intending to file a petition as an interested person for an elderly person whose been abandoned by the CONSERVATOR daughter

Alan's answer | Answered on July 21, 2015

You may find it quicker to contact Adult Protective Services and the Public Guardian Does the conservative have money? The attorney and costs...

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I need to become the personal representative of my father's estate.

Alan's answer | Answered on July 21, 2015

If your father lived in Los Angeles County, you will want to file in downtown LA (111 N. Hill St.) If he lived in OC, it is the Santa Ana...

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What are the legal requirements for transferring personal effects in storage to sole surviving spouse.

Alan's answer | Answered on July 21, 2015

If the personal effects are in California, then a Small Estate Affidavit is all that may be required.

Archived

Can a 2 year old bankruptcy be used to deny a credit card?

Alan's answer | Answered on July 21, 2015

As everyone else has said, a bank can refuse to issue a credit card for any non protected reason. Look into a credit union. They issue credit...

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