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I am trustee of a crut. I want to change the benes
Is a special form required or can I just make the changes in the crut
Thomas's answer
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Answered on June 29, 2014
The trust will govern whether or not you can change the beneficiaries. Under certain circumstances, irrevocable trusts can be modified, but it...
Archived
Are there lawyers available that help with the process of submitting a Court Order for property succession for less than $1000?
Thomas's answer
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Answered on June 20, 2014
If your brother's estate is less than $150,000, then you can collect your share by way of a "small estate affidavit." Preparation of that...
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Ca.probate and atty conflict of interest
Thomas's answer
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Answered on June 20, 2014
As the others have noted, your first step is to raise this issue with your attorney who can analyze the facts and decide how and when to raise it...
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Do we need a probate lawyer?
Thomas's answer
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Answered on April 21, 2014
You will need an experienced trust and estate administration attorney to assist you. How the assets are to be distributed will depend on what...
How long does a trust beneficiary have to object to the 1st annual trust's asset accounting prepared by trustee?
Thomas's answer
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Answered on April 21, 2014
Under Probate Code 16461, the beneficiaries have the greater of 180 days or the time specified in the trust in which to object to an account. You...
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What do I actually have to do to fund a living trust?
Thomas's answer
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Answered on April 21, 2014
"Funding" a trust means transferring assets into the trust, specifically, changing title on real property, bank accounts, investment accounts and...
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The husband of a 32 year marriage recently died with no will or last testament. As the wife of 32 years am I the true heir.
Thomas's answer
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Answered on April 18, 2014
If your husband died without a will, then his estate passes by the laws of intestacy. Under those statutes, the surviving spouse is entitled to...
What does a gift "outright" mean in a living trust document?
Thomas's answer
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Answered on April 18, 2014
Attorney Anderson is correct. "Outright" usually means that the gift is to be made directly to the beneficiary, and will not continue to be held...
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Finances
Thomas's answer
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Answered on March 10, 2014
You should consult with an experienced trusts and estates attorney, with litigation expertise, to assist you. These issues are too complicated to...
Archived
I need a lawyer now>>.... only im not sure of what kind ...
Thomas's answer
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Answered on March 09, 2014
You should consult with an experienced trusts and estates attorney with litigation experience. He or she will need to review the trust, as well as...