How much in compensation is trustee of California trust entitled to?
Hello, He has to earn the fee and keep receipts and records of his activities and include it in the formal accounting.
San Ramon, CA
Estate planning Lawyer at San Ramon, CA
Practice Areas: Estate Planning, Elder Law ... +2 more
Hello, He has to earn the fee and keep receipts and records of his activities and include it in the formal accounting.
Yes, do not forget the PCOR Preliminary Change of Ownership Report - so that you do not get reassessed. You can find copies on the county...
Hello, Yes, California has filial laws that require their children to care for them under certain circumstances. I have attached a link that...
Hello, Your Grandmother's trust should provide some guidance to deal with the scenario your uncle has created. Generally, If he has abandoned...
Hello, The power of attorney belongs to your Mother, and if she has the mental capacity to do so, if she wants, she can edit her power of...
Hello, I recommend that you consult with an attorney to review your grandfathers trust. It sounds like your uncle has a life estate and you...
Hello, When you inherit an asset in CA it is separate property unless you commingle it with your spouse. Once you purchase your siblings share,...
Hello, It depends on the terms of the trust. Generally, if the majority of the beneficiaries want to sell, then the trustees have to follow the...
Hello, The laws were recently change where the special needs individual can establish his own special needs trust. There are various...
Hello, Medi-Cal will want to know where your Dad received the funds to purchase a home. As to recovery, if the asset is not eligible for...