Properties in revocable trusts can be refinanced. However, just because it's possible doesn't mean that your lender will do it. Rules vary from...

Personally, I would never advise a trustee to make anything more than token distributions within the 120 day period, even with waivers. Indeed...

What documents do new parents need?

I would recommend the following after consultation with an Estate Attorney: 1. Trust 2. Pour Over Will 3. Health Care Directive (Living...

As a beneficiary to a trust in CA, can we compel a trustee to provide copies of the trust and accounting of funds?

A beneficiary or heir doesn’t automatically get a copy of the trust. Each beneficiary and heir is entitled to notice when a trust settlor dies and...

Trustors are creators of the Trust while Trustees manage the trust. Trustors and Trustees can be the same individuals but I doubt your parents made...

She will be incapable of executing trust documents without mental capacity. Discuss condition with a lawyer ASAP. If its under 150K you can do...

A POA is applicable before death only. A Trust becomes effective upon the death of the Trustor/Creator. NONE of a Trust's attendant documents,...

A living trust and its attendant documents are private and do not get filed or recorded for public review.

Can I write a new will to supersede a current family trust

Why do a Will? Just Amend or Restate the Trust as long as your wife is not also a Trustor/Creator of the original Trust along with yourself.

California law provides significant protection for pregnant employees. In addition to prohibiting discrimination or harassment on the basis of...