Archived
How is a living trust processed? Can it be notarized? Is that enough to hold in Court?
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Answered on September 26, 2012
I don't understand why your aunt doesn't pay over the money to your father now. Then he could deposit it into a U.S. bank account and, as someone...
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My mom and dad are sick and want to do the (will ) is that all the have to do ?
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Answered on September 26, 2012
They should hire a local estate planning attorney to help them. To answer your question, no, a will alone is probably not sufficient to protect...
Archived
What am I supposed to do with an Immediate Durable Power of Attorney when it is given to me by my mother?
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Answered on September 26, 2012
I agree with the other lawyers and would add that under CA law, the bank is potentially liable for any attorneys' fees you incur in forcing them to...
Archived
Can my mother change her Durable Trust after she has given me the Immediate Power of Attorney and Nomination for Conservator?
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Answered on September 23, 2012
It sounds like your mother lacks the capacity to amend her trust at this point. In terms of the house repairs, if the house is in the trust and...
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Archived
In 1998 California, house deed was dad and daughter, tenants in common. Was changed to 50% of dad's portion to a living trust.
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Answered on September 21, 2012
It's unclear what you're trying to "fix" now. Are you concerned about the daughter's half having to go through probate? If so, she should consult...
Can an irrevocable trust be challenged?
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Answered on September 16, 2012
The cousins have standing to challenge the validity of the amendment removing them as beneficiaries, but there would have to be some ground for...
Archived
Should I put my mother's husbands will through probate?
Lee's answer
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Answered on September 14, 2012
There is nothing obligating you to administer the estate. You can decline to act as executor. If you have the original will in your possession,...
Archived
I have an LLC membership held in our trust. I'd like to move it to a CA FLP to protect the asset? Is this "doable?"
Lee's answer
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Answered on September 14, 2012
This is not something that can properly be addressed via this forum. You need to consult with an attorney with experience in estate planning, tax...
Archived
I have a question regarding the obligations of paid legal advisers to Successor Trustees of Living Trusts.
Lee's answer
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Answered on September 13, 2012
Assuming the law firm was hired by the successor trustee to advise him concerning his administration of the trust, part of that would be advising...
Archived
How does one find out if they have been provided for in a living trust?
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Answered on September 13, 2012
On request of a beneficiary, the trustee is required to provide the beneficiary with the terms of the trust. She can request a copy of the trust...
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