Archived
I am executor and trustee of my fathers trust. Can I charge fees? His trust was in Arizona and I live in California
David's answer
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Answered on February 12, 2015
Yes, you are generally entitled to fees for your work as trustee. They may be specified in the trust instrument, though usually the instrument...
Archived
I have a trust that is registered in IL..I have a property in california that is in trust Do I need to register it in CA?
David's answer
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Answered on February 12, 2015
There is no need to register your trust in CA, but you should record a new deed so that title is held in trust, as of record. Otherwise, expensive...
Archived
I own a house and title is on my name and my wife's name , all the bank accounts are owned jointly , should I still create a Tru
David's answer
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Answered on February 12, 2015
If you have any significant assets, certainly if you have any real estate, you should seriously consider consulting with an attorney about setting...
Archived
If i am co trustee with my sister can she move my moms trust without my consent??
David's answer
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Answered on February 12, 2015
Although trustees must normally act in accordance with unanimous or at least majority vote, there are many ways the trust instrument could be...
Archived
Can a attorney be the auther , attoney , wittness , notory,of a document , like a amenment to a will or a trust.
David's answer
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Answered on February 12, 2015
Yes, an attorney can draft, witness, and (if also licensed as a notary) notarize, estate planning documents, and this is common, including...
Is a power of attorney still in effect after the person dies regardless of court proceeding?
David's answer
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Answered on February 12, 2015
No. A power of attorney is no longer effective once the principal dies. People often get confused by the phrase "durable power of attorney." ...
In CA, what is best way for married couple to hold title on real estate (house/primary residence)?
David's answer
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Answered on July 27, 2014
Generally speaking, community property with right of survivorship (CPWROS) is the best way for a married couple in CA to hold title absent a...
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