What California court form do I file to be the custodian/guardian of my minor daugther's inherited IRA?
Julie's answer
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Answered on July 25, 2021
Unfortunately, this is not a do-it-yourself project if you don’t have training in this area of law. Courts protect children’s money from relatives...
Transfer deed from 2 minor children into a Trust?
Julie's answer
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Answered on July 23, 2021
I will first address issues surrounding property owned by 18 year old children. Once people turn 18, they are legally deemed to be adults and can...
I own a home in Anaheim California. And I rent out 2 rooms just to make my mortgage payment. Do I need a business License?
Julie's answer
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Answered on July 22, 2021
That would be a city-by-city thing. Check with your city's regulations. Generally, a person isn't considered to have a business renting property...
For Durable POA that includes real estate transactions, can it be notary only or do 2 witnesses have to be present with notary?
Julie's answer
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Answered on July 20, 2021
Since the other lawyers already answered the question about notary vs. witnesses, I want to address the fact you are naming three co-agents. If the...
Who is responsible for what happens to a church if the CEO and CFO is deceased. the secretary is the only one left
?
Julie's answer
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Answered on July 15, 2021
It sounds like your church was organized as a corporation. All corporations should have bylaws and other "governing documents" that say how to...
In my Living Trust, the Lawyer uses the word "properties" instead of "property" .Any problem in the future?
Julie's answer
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Answered on July 14, 2021
I agree with the other lawyers. Plus, when lawyers use the word "property", they are not always speaking of real estate. There is personal property...
Father refuses to make a will. Will stepmother inherit it all?
Julie's answer
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Answered on July 08, 2021
Your father’s information/beliefs are not accurate. He needs to speak with an estate planning attorney and set up a trust, so your step-mother and...
Being "disposed" for a corporate litigation while I'm leaving the company?
Julie's answer
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Answered on July 03, 2021
The lawyer likely said you will have your deposition taken, which means you will be deposed. In other words, you will be questioned under oath by...
Can I open a traditional IRA with money from an inherited pension plan, or must it be an inheritance IRA?
Julie's answer
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Answered on June 28, 2021
This is a question for your financial advisor/financial planner, CPA, bank, or plan administrator.
When should you split a trust into A and B?
Julie's answer
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Answered on June 25, 2021
The first question is whether your parents' trust allows the assets to be separated into an A Trust and a B Trust upon your father's passing. A...
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