Just recieved the declaration of trust and another pack of papers titled restatement of the ----- ---- ----- rovocable trust.

I have seen plenty of trusts that do not contain a completed Schedule A, but that does not mean that your step-mother should not supply the...

Your nieces and nephews need to consult their own attorney immediately to preserve their rights! Since you mention that there were no wills, I...

How much can be deposited in a new roth IRA at one time or in one year

In 2012 the limit is $5,000 (or $6,000 if you are age 50 or over) for all traditional and Roth IRAs. This is further limited by your earned...

Can beneficiary disclaims inheritance and give instructions to executor to give or gift it to another person?

Thre other attorneys are correct. To be a valid disclaimer you cannot direct where the asset goes. If you do, the disclaimer is not vaild and you...

I discovered that my husband of 32 years executed a Legal Zoom, Last Will and Testament, and designated our daughter as executor

A qualified subchapter S trust is a type of trust authorized by the Internal Revenue Code that can hold S corporation stock without causing the S...

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Probate Code Section 8200(a) requires that the person in possession of the will lodge the will with the clerk of the superior court in the county...

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I'm concerned that when I get divorced I will not receive money that my ex will get once her grandmother passes away. We married

Any inheritance that your wife receives from her grandmother is her separate property. You are NOT entitled to any portion of it even if you...

I would like to know what I should do?

Was the bequest to you under a will (in which case the person who would be handling the estate is an executor) and the administration will be in...

My father and mother have old Will. Father died with still having old will. Do we just update will while my ...

I am sorry for your loss. You (your mother) will need to deal with the administration of your father's estate. If your mother wishes to change...

I need to set up a living trust

My office is in San Rafael. You can call my office to set up an appointment to discuss your estate planning.