Archived
Atty failed to honor his contract. I informed him I would seek arbitration through Bar (CA), but willing to settle. Extortion?
David's answer
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Answered on June 14, 2013
If you threaten to report him to the Bar unless he lowers your bill, that would be extortion.
What you described here is not extortion....
Archived
What happens if we re-financed the home and the lender did not put the title in the name of trust & now trustee has passed?
David's answer
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Answered on June 14, 2013
The other attorney answers are all correct. I'm just going to give you the "lawyer-to-English dictionary" version.
If the person who created...
Archived
How can I find out about his estate ( assets, value) personal property before this hearing?
David's answer
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Answered on June 08, 2013
You need to do something right away. As a general rule, a caregiver would have a hard time claiming a house even if there was a will leaving it to...
Archived
How do I best hold inherited land with my sister 50/50 split to maximize legal protection and minimize tax?
David's answer
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Answered on June 04, 2013
Protecting assets from creditors is a specialized area. There isn't one right answer. Think of it like the three pigs. Straw is cheaper than...
My mother, my brother and my aunt were the beneficiaries in my great aunts trust my mother and brother died before my great aunt
David's answer
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Answered on June 04, 2013
There are two different issues to consider here. First, is the new trust invalid? Second, assuming that the new trust is invalid, do you have any...
Archived
New trustee for son's special needs trust. First accounting is due.
David's answer
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Answered on May 31, 2013
An accounting is a mixed-specialty document. There are accountants who do them, and there are attorneys. It kind of depends on the complexity and...
Should the trustee rent our my mother's home & charge my sister rent & can the
rent from my two properties be used to pay bill?
David's answer
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Answered on May 28, 2013
You really need an attorney. The answer to your question depends on the language in the trust. And, it involves a pretty technical, law-geek...
Archived
What is funding a living trust? How do I fund a living trust?
David's answer
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Answered on May 28, 2013
In California, we don't "register" a trust. Other states may use that term, but we don't. "Funding" is the process of transferring assets into the...
Archived
My parents put their money into a trust that I am the beneficiary of when they die. Question:
David's answer
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Answered on May 27, 2013
There is usually no problem if the trust identifies you under a former name, especially if you were known by that name at the time the trust was...
Archived
My mother and I believed her trust was altered without her permission. How does she go about finding out the truth?
David's answer
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Answered on May 26, 2013
Only your mother can change her trust. If it was changed by someone else, then that change is not valid.
As a practical matter, you have a...
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