How to determine the value of a property for my Mom who is selling?
It does not sound like an appraisal was done in 2004 to establish what the stepped up basis was. Since you are going back 15 years, it would be...
Redwood City, CA
Estate planning Lawyer at Redwood City, CA
Practice Areas: Estate Planning, Trusts, Probate
It does not sound like an appraisal was done in 2004 to establish what the stepped up basis was. Since you are going back 15 years, it would be...
This is a mess with no simple answer. If you can find the trust docs, then they will provide info on how to proceed. Without them, you will need...
If it is before the hearing date, you should be able to file the amended petition directly. It will need to be served on all parties.
If the amount in the account is $150,000 or less, then you only need to sign a small estate affidavit which bypasses probate.
The property tax should not change, but your daughter may ultimately have to pay more capital gains if she sells the property. Inheritances from...
If you have documents showing that you are the first successor trustee, then you should take them to the banks and other financial institutions to...
The best way to fight this is to take the documents to an elder law attorney who can assist you in litigating this matter.
The best vehicle to accomplish what you want is a trust where all these bequeaths can be spelled out in detail. In addition to possibly losing...
You can provide additional info directly to the referee once one is appointed. Your father should consult with an attorney to see if he can claim...
If your mother is no longer trustee, then it usually takes a majority of trustees to agree with an action unless the trust specifically states that...