When i divide assets in to a A-B trust because the first spouse passes, do I include IRAs?
Look at the beneficiary designations on the IRAs. If it says "to the trust," then yes, transfer to the trust. Most beneficiary designations,...
Larkspur, CA
Estate planning Lawyer at Larkspur, CA
Practice Areas: Estate Planning, Probate ... +2 more
Look at the beneficiary designations on the IRAs. If it says "to the trust," then yes, transfer to the trust. Most beneficiary designations,...
Now that you know, you should still get accounting AND replace both of them with two persons who do not have conflict of interests. Unless you...
It depends. If your sister's house and other assets were titled in her trust, then you don't have anything to do as executor. "Executor" refers...
You will have to go through probate unless 1) they also named you as owner on their deed, or 2) their house was less then $150,000. If less than...
It depends what all those documents say, how the house was purchased, and how the house is titled. If your lawyer does not practice estate...
Yes - provided that it is your grandfather's wish and he is not unduly influenced by your uncle. But this would only apply to your grandfather's...
Check with your county bar association to see if any lawyers do pro bono work (no charge to client). Also check with any local-ish law schools to...
Have a lawyer send a letter to the son - then the son should forward the letter to the trust attorney. Also - check with the state secretary of...
In my experience, lending companies want to lend to a person, not an entity like a trust. But perhaps you can find one that will issue loan to you...
Is Rob inheriting through the estate plan or because he is Gary's relative? Is someone contesting the validity of the estate plan, or is this just...