If I create a Revocable Living Trust, should I move my LLC company into the Trust, or does that hurt my asset protection created
Stephanie's answer
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Answered on January 12, 2014
I agree with my colleagues. Transfer your membership interest in the LLC to your revocable living trust in order to avoid Probate. This will not...
In California, how to appoint a conservator to an adult who was already under conservatorship of a parent who passed away?
Stephanie's answer
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Answered on January 08, 2014
I agree with my colleague. I would like to add that there are 2 forms you can use. GC-310 is a Petition for Appointment of Conservator and GC-111...
Archived
My father change his will giving me power of attorney then my sister then my brother my brother originally was 1st my father did
Stephanie's answer
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Answered on January 08, 2014
I agree with my colleague but I'll add that if you believe your parents are being financially exploited and they don't have the capacity to revoke...
Archived
Can my child's grandparents gain guardianship of her?
Stephanie's answer
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Answered on January 02, 2014
As a parent, you are the natural guardian of your child. Your daughter's paternal grandmother can certainly petition to gain guardianship of her,...
Archived
Which is better, adding my daughter to my title or completing a trust.
Stephanie's answer
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Answered on July 12, 2012
I agree with attorney Hayes. For the vast majority of cases a Revocable Living Trust is the best option if your primary goal is Probate avoidance....
Archived
What type of trust or entity allows an individual to take advantage of the $5 Million dollar gift tax exemption?
Stephanie's answer
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Answered on June 19, 2012
What you are hoping to accomplish required an advanced level of planning from a knowledgeable and experienced estate planning attorney. This is...
Tenants in Common With Right Of Surviviorship
Stephanie's answer
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Answered on June 05, 2012
You should take title as "husband and wife as community property with right of survivorship".
This will enable the surviving spouse to receive...
Archived
My dad wants to quitclaim property to four adult children before his death. Is this the route to go?
Stephanie's answer
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Answered on May 08, 2012
The answer depends on whether or not you and your siblings ever want to sell the property in the future.
If he quitclaims the property to you...
Archived
Does the personal representative have the right to lock all of the siblings out of the house when the estate is split
Stephanie's answer
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Answered on May 08, 2012
I regularly advise my clients who are Personal Representatives or Successor Trustees to change the locks on the house after a person passes away. ...
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