Archived
As a girlfriend, can I inherit a Los Angeles home based on date-of-death valuation, rather than actual transfer date valuation?
Christopher's answer
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Answered on November 20, 2014
It definitely sounds as if the transfer forms weren't done correctly or at all. The date of death is the transfer date for property tax purposes....
Archived
How can I minimize short term gains from exercising stock options?
Christopher's answer
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Answered on April 16, 2014
If you have stock options of any value you should be consulting with a financial planner and CPA/Tax Attorney. It's possible you may have the...
Archived
I am a new trustee of an estate. The 60-day contest period has past. How hard is it to remove a trustee now?
Christopher's answer
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Answered on April 16, 2014
It's somewhat difficult to get a trustee removed. I would caution you against trading barbs. This is common among family members but you need to...
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Archived
Will this qualify as a trust or will it have to go through probate, if it goes through probate can the judge rule it is a trust?
Christopher's answer
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Answered on April 10, 2014
It's really hard to tell what you've got based on the information provided. That being said I've had luck in Contra Costa County with some fairly...
Archived
Tax preparer filed a joint tax return for my husband that I did not see or sign, resulting in a refund I didn't see?
Christopher's answer
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Answered on April 10, 2014
I agree with Thomas. Get the preparer to respond in writing and then file a complaint.
Archived
The bank sold my house at auction and got back more than what was owed but will not return the left over money to me.
Christopher's answer
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Answered on April 10, 2014
Your first step should be determining whether you are even owed anything. Just because the loan balance when you stopped paying was 100K and the...
Archived
Do i qualify as a tenant for "cash for keys" if house went into foreclosure?
Christopher's answer
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Answered on April 10, 2014
Here's hoping that you have a written rental agreement. If not, you are still a tenant but you are generally considered to be month to month. If...
Archived
How do I know if a lender foreclosed lawfully or if they violated my rights
Christopher's answer
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Answered on April 10, 2014
You first need to check the actual filings at the recorders office. Actual notice is not technically required, only constructive notice. Selling...
Archived
Must transfered money from abroad to checking account by other's accounts be declared as income if we are unemployed?
Christopher's answer
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Answered on April 10, 2014
Based on your question alone it appears that you would be required to file a FinCEN Form 114 (formerly FBAR). If at any point during the year, the...
Archived
If loan mod counter offer fails, we would like to negotiate a short sale. Can an attorney assist with both in this process?
Christopher's answer
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Answered on February 25, 2013
An attorney can certainly help in this type of work but you are going to have a real tough time finding one who will assist you. Statute and recent...
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