How should a letter be worded stating my husband is relinquishing his rights to all of my retirement benefits?
Alan's answer
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Answered on January 15, 2024
If you are a public school teacher, your retirement is through CalSTRS. You have about 5 choices in how your retirement is paid. One of the choices...
What are the signature requirements to obtain court order to terminate an irrevocable trust B in California?
Alan's answer
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Answered on January 14, 2024
To add to Ms. Routledge's answer. What is the purpose of the irrevocable trust? If to avoid estate taxes and the estate is not large enough to...
Is a will or trust valid when neither were signed or notarized?
Alan's answer
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Answered on January 14, 2024
Unsigned wills and trusts could show your ex-husband's intent. Or they can just be drafts that he was going to modify. I have had clients go with...
CA Prop 19, any property tax implications with a redesign? Could that trigger reassessment?
Alan's answer
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Answered on January 14, 2024
You may have to pull permits for some of the work. The tax assessor will be notified.
Anything you do that increases the property's value may...
What is the best way to determine the possibility of “buying” mother’s house after she passes?
Alan's answer
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Answered on January 13, 2024
A real estate agent will probably screw things up. You need an attorney who can do Trust administration and who may need to represent you in a...
My dad had two children. I was wondering if his checks should go to me.?
Alan's answer
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Answered on January 12, 2024
The bank account was probably a joint account. It became yours when Dad died.
The checks are a different matter. They should go to you and your...
My mom refused to give our share and she made changes of my dads will and testament after he died.?
Alan's answer
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Answered on January 10, 2024
You need at least one attorney, maybe three.
Start by taking what you have to an estate litigation attorney. If the jail time has not been too...
Will a quit claim from my mom suffice if my deceased dad is still on the deed?
Alan's answer
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Answered on January 10, 2024
From what you wrote, the property was not in your parent's trust. Hire an attorney to review the deed.
If it is a Joint tenancy, you need to...
How do I add mental health programs to an existing community non-profit that currently offers non-clinical services?
Alan's answer
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Answered on January 09, 2024
The non-profit should be a corporation.
You need to retain a corporation attorney to go over the articles of incorporation and by-laws.
What are landlord's rights on an inherited rental property?
Alan's answer
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Answered on January 06, 2024
To add to Ms. Routledge's answer. The only way the lease does not continue is if the property is foreclosed upon or the owner or tenant files for...
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