Can Dad, as executor of the estate, change Grandmothers living trust?

If your dad was your Grandmother's named agent in her financial power of attorney, and both the trust and the power of attorney grant the power to...

I need help finding a living trust drawn up in 2003 from San Mateo County, 2003 that I am named a beneficiary.

Give me a call on Monday. I would be happy to assist in any way I can. I won't charge you to sit down and talk about it and all I ask is that you...

CA Trust, Trustee died. Successor/Beneficiary getting divorced. Spouse have rights to money from Trustee Sale?

If the trust leaves an outright gift of the property to your friend, it is her separate property and he has no legal right to it. Are attorneys...

How can the trustee distribute funds to me, the beneficiary? Can she deposit the funds into my account?

The trustee CAN deposit funds in your account, the question is should she?. It would be unwise for the trustee to do anything without a paper...

Giving free rent to adult child

An attorney can help you amend your trust to create a specific gift of a "Life Estate" to your son. After you die, your son would have the right to...

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My wife and I have two children and we want a proper estate plan/trust. We are in the US on visas and unsure of our options.

Here are your problems that I can discern from your question - If you and your spouse die tomorrow in a car crash, your children will likely become...

Can the surviving trustee of a living trust obtain a letter of appointment without going through probate?

The Surviving Trustee may be able to file a Heggstad petition to transfer title of the account into the trust. The process is relatively...

I'd like to create a family trust. Can I make my bank the trustee who distributes the funds and real property in the trust?

Yes, you can make a bank the trustee of your trust. Using a bank as the trustee is unusual and should be discussed with the bank to find out its...

Should we still do an AB Trust in light of recent federal estate law changes?

Typically, the "A" trust is drafted as the Survivor's trust. The "B" trust is drafted for the Deceased spouse. The "B" trust becomes relevant after...

Recently deceased father has a Living Trust with living spouse. Daughter is successor trustee. What does the ST need to do?

If the trust was a joint trust, and your step mom is now the presently acting trustee of that trust, then she is in charge of the Trust. In that...

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