Archived
Would 26USCODE 7206-fraud and false statements be applicable surviving spouse affidavit secured &containing false information?
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Answered on April 18, 2017
In an irrevocable trust, the settlors give up all interest and control over the assets in the trust, but may retain the right to income during...
Archived
How can I express to a seller's agent my client's rights to access and full inspection of the home without interference
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Answered on August 24, 2016
The listing agent has the right to be present at the inspection. I recommend you complain to the belligerent listing agent's broker and ask that...
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My mother passed away and left a will to us three daughters. My stepfather is trying to make us give him money from her bank acc
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Answered on August 22, 2016
First, determine how the account is titled. If the account was held in joint tenancy between you mother and stepfather, the account will pass to...
Who is an interested person on a probate conservatorship matter? Is it a family member?
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Answered on July 26, 2016
"interested persons" include heirs, devisees, children, spouses, creditors, beneficiaries and any other person having a claim against a trust...
Archived
Is there anything we can do to not lose over $60K in interest?
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Answered on July 12, 2016
Take a copy of the note to a lawyer familiar with commercial transactions and have him or her review it to determine if your nephew alone can...
Is there a waiting period before we can sell real property inherited through a living trust?
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Answered on July 11, 2016
Your benefactor, whom I assume is a California resident, must transfer the properties into his trust. California counsel can assist with transfer...
Archived
Tenant in common inheritance title question
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Answered on July 06, 2016
I agree. Anna is wrong. She cannot obtain a Home Equity Conversion Mortgage (HECM) unless she owns 100% of the title to the property. Each...
Archived
Trustee lied to my grandfather and said I was suing him...is that slander?
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Answered on July 06, 2016
Slander is not the issue. You believe your grandfather lacks capacity because of advance dementia, and that your uncle is unduly influencing your...
Archived
Your recommendations?
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Answered on July 01, 2016
No, you cannot revoke your trust in your will. Before revoking the trust as to your separate property and share of community property, speak to...
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My sister lived and died in Los Angeles County, California, within the last 90 days.
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Answered on June 30, 2016
If the trust is a California trust governed by California law, no probate of property properly transferred into it is required. If the...
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