Wanting to set up a living trust, but hesitating.
If I read your question right you are saying the successor trustee (after you) and the beneficiary would be the same person.... And you are asking...
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Huntington Beach, CA
Estate planning Lawyer at Huntington Beach, CA
Practice Areas: Estate Planning, Trusts ... +3 more
If I read your question right you are saying the successor trustee (after you) and the beneficiary would be the same person.... And you are asking...
Selected as the best answer
I will assume this is a trust administration (assets were properly funded into the trust) and not a probate (you are probably blending terminology...
No.
You need two separate documents to answer your first question: Durable power of attorney for asset management and an Advance Healthcare...
Yes, a trustee could face potential criminal charges stemming from fraud or willful misappropriation of funds/property. I somewhat disagree with a...
Yes you are entitled to a copy of the testamentary document if you are named in it. You are also entitled to the accounting which may show why you...
As stated, gross value of the estate is used for Probate fees/costs purposes. Consult an attorney as the Probate Code does have sections stating...
In California - No
Being a probate lawyer it's tough for me to say yes go ahead and represent yourself. However, it is very doable and the courts are often very...
Generally, a married couple should hold property as community property with right of survivorship. As you have stated, there is a tremendous tax...