The executor' first report and accounting: uses a mixed basis;or fairmarket value & market value

I stand corrected. Probate Code 1063 does require a separate schedule when there is specifically devised property.

The executor' first report and accounting: uses a mixed basis;or fairmarket value & market value

There is no requirement that an accounting include a separate schedule for a specific devise. It's not clear what you mean when you say that the...

Does the attorney have to tell me who the trustee is (name, address, etc.), if I am a beneficiary?

If the trust is still revocable, then no, you do not have any right to any information about the trust. If the trust is irrevocable, then you are...

Trust for foreigners.

Is your mother a US citizen or the citizen of another country? If she is not a US citizen, then she should carefully consider the estate and gift...

How does my mother, a citizen of China, leave her US property to me, a green card holder? What documents are required?

If your mother is not a United States "domiciliary" for US estate and gift tax purposes, then the estate taxes at her death are likely to be very...

While the California probate code does permit validation of a financial power of attorney by having 2 witnesses witness the signature, I believe...

How many times can one create QPRT assuming one had successfully transferred the last one to the children?

Ms. Cross is correct. One minor change I would suggest in her answer is that you can have a maximum of two QPRTs at a time (the primary residence...

What happens if someone is named as beneficiary to an account but the will and trust that was made years later states otherwise?

Ms. Mittelman is correct; Mr. Rodgers is not. The beneficiary designation "trumps" the terms of the trust. California probate code section 5302...

International (europe) guardianship to neice.

In addition to consulting an attorney here in the US, you need to find out what her country of residence (or citizenship, if she's a citizen of...

I disagree with Mr. Hamad. You need an attorney who is knowledgeable in gift tax issues (although a knowledgeable accountant is an...

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