Archived
Do I need to serve all 22 people on the Service List for other trust matters, or can I serve only the trustee and counsel?
Matthew's answer
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Answered on March 30, 2016
I agree with the other responders - serve everyone. I'll add that you probably are better served not having a new case number/new judge. It is...
Archived
Special needs trust question
Matthew's answer
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Answered on March 31, 2015
An individual cannot simply create their own special needs trust to allow them to receive money and still receive public benefits. A special needs...
Archived
May my medi-medi brother be the trustee of irrevocable trust to live in duplex and carry on trust business for life when I die?
Matthew's answer
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Answered on March 30, 2015
A complex issue for sure. It will take more information than you could possibly give in this forum for someone to effectively give you his or her...
Archived
Can a wife inherit a single family residence from husband WITHOUT probate if she is not on title and there is no trust or will?
Matthew's answer
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Answered on February 25, 2015
In California the short answer is "no." There is a process for transferring property worth less than $50,000 if 6 months have passed since the...
Archived
My father passed away in May and left no will or any instructions as to how you handle his estate.
Matthew's answer
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Answered on July 08, 2014
This could be the case study for the necessity of estate planning during ones life. If your mother had prepared a durable or springing power of...
Archived
Estate Assets
Matthew's answer
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Answered on February 28, 2014
Generally there is in fact a huge difference in capital gain from the sale of a real property at the end of one's life versus from a sale of...
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Archived
Trust EIN
Matthew's answer
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Answered on January 22, 2014
Without reviewing the trust instrument, this cannot be answered definitively. However, in typical situations that I encounter that sound similar...
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Archived
Is there such thing as a: " WILL-TRUSTEE " without a will?
Matthew's answer
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Answered on January 22, 2014
"Weeks later, successor told the court he was the: " WILL-TRUSTEE ".
Could that've been a "slip of the tongue"; showing his true knowledge of an...
Archived
Trust/estate has ($500,000 value) house and $150,000 cash. Can I pay $250,000 to estate so I can have house as my share?
Matthew's answer
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Answered on October 12, 2013
As answered above, assuming the trust and the beneficiaries allow this, then yes. However, it takes certain finesse to maintain the property tax...
Archived
My aunt passed away and left her home in California to me in a will, she never transferred the deed. How can transfer the deed ?
Matthew's answer
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Answered on September 27, 2013
Based on your question, the short answer is that you will need to Petition to administer your aunt's estate in the California County where the home...
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