Personal Property accounting

The trustee's flippant response is troublesome, and if you are seriously concerned that the personal property has been mismanaged, you should hire...

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Can a revocable family trust protect the California asset (home) from chapter 7 bankruptcy court in Nevada?

As noted by the other attorneys who have responded, a California revocable living trust offers no protection against creditors' claims. If it is a...

In my experience, most banks allow accounts to be held by their customers, in their customers' names as trustees of their revocable living trusts. ...

I am preparing a final accounting of a trust for my deceased sister. She had a vehicle but it was not listed in the trust name.

The vehicle may be a trust asset if it is listed on the schedule of trust assets, even if it is titled in the decedent's name. Alternatively, if...

My mom paid off 3 life insurance policies on her now deceased husband of 20 years but she is in a nursing home how could I here

If your mother is the beneficiary of the policies, she should contact the companies and submit a claim for benefits. If she no longer has the...

Death without a will

There is no need to file a petition for probate unless the person who died owns more than $150,000 in assets (or $50,000 in real property) that is...

Can two sisters be named as executors in probate.

To answer your question, yes, two sisters can be appointed as co-executors of the estate. Having co-executors can make the administration more...

I am trying to understand what benefits I have as part of my monthly contribution for legal services.

It is not clear what is the source of your benefits. It sounds as though you are paying a monthly fee for some services, perhaps a pre-paid legal...

What do I do if a Lawyer has a trustee from a survivors estate sign as the trustee for the family estate I am the trustee for?

If I understand you correctly, when the first spouse died, the "family trust" was divided at the first death into a "survivor's trust" and another...

A CA citizen told me that in CA, one may shield assets from lawsuits by using a trust in combination with a will. Any truth ?

A revocable living trust, combined with a pour-over will, is the bedrock foundation for most Californian's estate plans. It is a fantastic...

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