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Is there anyway to change the beneficiaries from a living trust created in 1994 with my then husband deceased in 2006 ?
Samantha's answer
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Answered on September 05, 2019
The answer to your question really depends on how your original trust was drafted. Some trusts allow for the surviving spouse to make changes as he...
Archived
I am a beneficiary along with my siblings; 2 are trustees. We all own the house equally per the trust- Am I entitled to a key?
Samantha's answer
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Answered on December 11, 2018
In general, the two trustee siblings should not have a superior right to enter or occupy the property if you are truly a co-owner. You may need an...
Archived
If I sign a waiver of account, am I entitled to any funds left over within my trust after taxes have been filed/trust closed?
Samantha's answer
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Answered on December 11, 2018
You are entitled to your share of any leftover trust funds, regardless of whether you sign the waiver. However, it is always advisable to speak to...
Archived
How to I fill out Line 1 of the SS-4 if there were two grantors?
Samantha's answer
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Answered on September 10, 2018
It depends on the terms of the trust. If the trust was an A-B trust, or something similar, that split into separate trusts upon the death of the...
Archived
Father died without a will. Only surviving heir. CA prop $433,000 had reverse mortgage. Hire LA County PA or lawyer? I'm broke
Samantha's answer
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Answered on September 03, 2018
I highly recommend you find a probate attorney that offers a free consultation, as it is a good way to get more information without a financial...
Do my siblings have a right to remove my belongings from my mother’s home?
Samantha's answer
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Answered on August 14, 2018
You have several issues at play here. First, your claim to the house depends on the language of the trust and whether the house is an asset of the...
Archived
TRUST ATTORNEY close to me in MOORPARK CALIFORNIA.
Samantha's answer
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Answered on June 11, 2018
Avvo guidelines prohibit attorney self promotion in answer to a question here, but you can click the "Find a lawyer" link at the top of the page to...
Archived
How can expensive CA probate fees, lawyer included, be avoided. Is a will or living trust preferred or another option?
Samantha's answer
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Answered on June 02, 2018
A living trust is definitely preferred over a will. A will alone will not avoid probate, and probate will very likely take longer and be more...
Archived
Does a beneficiary Have to be named in a living trust, if they are named in the will?
Samantha's answer
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Answered on April 23, 2018
It sounds like your parents' trust is missing some of the key provisions required to achieve their estate planning goals. The trust should...
Archived
There are 2 trustee successors named. Myself as first, my sister as second. I want to remove myself off trust. How do I do this?
Samantha's answer
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Answered on April 11, 2018
The terms of the trust should state how you can resign as trustee. If the terms are unclear or you are unsure, I recommend you meet with an estate...
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