In Calif. if I change beneficiary of my mutual fund to our living trust, will that avoid probate of those mutual fund assets?

Yes, assets in titled in the name of your trust are administered by your successor trustee free of probate. You must ensure that your mutual fund...

My question -- under California estate law --

On the facts presented; probably yes. I would have to review the trust to see what, if any provisions were made for the trustee to live in the...

I need a living trust drafted, any referrals?

The cost of an estate plan depends upon what you need. The best place to go is to an attorney who regularly drafts estates plans and is familiar...

I am being sued anmd have been sent a 'Case Management Conference'. What happens if I do not attend?

Your bankruptcy lawyer needs to answer this question.

How do I exempt all of the money in my account?

How did you calculate your exemption amount? As to your checking account, you should use the amount you actually had in the account when you...

Is a "Lady Bird Deed" a good idea to avoid probate and capital gains tax?

Under California Law, I would suggest setting up a trust and transfer the home to the trust. The revocable transfer on death deed (TOD Deed), has...

What type of suit do I file against a trust that owes me money?

We need more information to answer this question. How did your ex husband’s family set up a trust with you SSN? Did you and your husband ever...

Bankruptcy 703 exemptions in CA. Can someone talk on the difference in what can and can't be exempted from personal injury $$?

For a simple personal injury award, you have an California exemption for personal injury CCP 703.140(b)(11)(D) A payment, not to exceed seventeen...

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Is a beneficiary responsible for legal fees resulting from court proceedings initiated by another beneficiary contesting a will?

Your question seems to imply that this is an insurance policy. If the insurance company can show that there is a possibility of multiple claims...

California Law requires the personal representative (usually through her attorney) to obtain a receipt for the property. Prob C § 11751. “The...