Can an heir receive the parent/child property tax exclusion if a deed in a living trust is transferred to the heir and his wife?
Julie's answer
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Answered on October 31, 2021
As you likely know by now, Proposition 19 was poorly drafted and itself a mess. It was written by the California Association of Realtors (“CAR”)...
I need help with getting a POA certified that it is still in effect?
Julie's answer
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Answered on October 31, 2021
Hopefully, your mother still has sufficient mental capacity to be able to tell you if the Power of Attorney (“POA”) you have is the latest version...
How close can two business names be to each other?
Julie's answer
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Answered on October 23, 2021
There are different areas of law triggered by your question. First, can you incorporate a business with a name similar (but not exactly the same)...
When given a quit claim and it states a gift ? Can a person take it back and give to someone else ?
Julie's answer
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Answered on October 23, 2021
If a grant deed has been recorded with the county recorder, it’s possible to change/amend it if there’s an error but, generally, the deal is done....
May I benefit my adult siblings as well as my adult children and minor grandchildren from my estate ?
Julie's answer
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Answered on October 21, 2021
At the very least, you can change your half of the trust assets, which consists of all your separate property and one-half of the community...
Should your special needs trust attorney, work in the same county as you reside?
Julie's answer
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Answered on October 19, 2021
It doesn't matter unless you prefer to have the option of visiting the lawyer in person and don't want to use Zoom or another program like that for...
My brother wants to cash me out on our late mother's home, but doesn't want to give me half the equity, Can he do that?
Julie's answer
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Answered on October 13, 2021
Most likely. Executors and administrators are entitled to be reimbursed for any money they pay out of pocket toward the deceased person's debts....
Can i remove myself as a beneficiary of a family trust?
Julie's answer
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Answered on October 13, 2021
If the person whose trust you are named in is still alive, then the answer is no. You can't change someone else's document. However, when that...
Can I do a Living Trust if I have power of attorney because my husbandis disabled?
Julie's answer
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Answered on October 13, 2021
It depends on how he is disabled. If he has his mental capacity and can understand what he is signing, then he can sign the trust along with you....
How do I proceed when a successor is not dispensing the funds?
Julie's answer
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Answered on October 08, 2021
You can hire a lawyer to send a demand letter and, if that doesn't work, file a lawsuit. Often people step up to the plate when they know a lawyer...
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