I have a family trust. Do I still need a will? if so, for what?
Ms. James provided you with an excellent answer. If you are uncomfortable going back to the drafting attorney, then in addition to having your...
San Rafael, CA
Estate planning Lawyer at San Rafael, CA
Practice Areas: Estate Planning, Trusts, Probate
Ms. James provided you with an excellent answer. If you are uncomfortable going back to the drafting attorney, then in addition to having your...
The relevant Code Section is California Probate Code Section 5040. A critical fact is that this is an IRA rather than a 401(k) or other retirement...
I agree with the prior answers, but am posting to add that the value of vehicles registered with the DMV and vehicles (like mobile homes)...
Notice needs to be given to (a) all beneficiaries in the trust (or most recent amendment and restatement) and any subsequent amendments, including...
In California income from separate property is separate property and anything purchased with the proceeds of separate property remains separate...
You need to take the trust to an attorney to review. Note that the trustee(s) are the ones who administer a trust. The...
I am sorry for your loss. As others have said, you need to consult with an attorney. Because of the conflicting terms in your facts (I...
Ms. Straus is correct that the purported Will is not valid as a holographic Will. However, you only mentioned that it was notarized and not...
Because the assets in your mother's estate (other than certain types of assets including IRAs) get a new tax basis equal to the fair market value...
I changed the practice area to immigration. Probate is the post death administration of a decedent’s estate.