What has to be in a settlement agreement as far as a release of claims clause.

In general, when parties reach a settlement of a dispute, the settlement seeks to resolve all claims that are then pending between the parties,...

My daughter is 18 and has a trust account that is blocked. This money is supposed to be for college which she starts in August.

The terms of the trust will govern this situation. It may provide that the funds are held until your daughter is 25, but it might also allow the...

There is no minimum reserve requirement. A prudent trustee will withhold a sufficient amount to cover the reasonable expenses necessary to cover...

LLC property funded into Trust correctly? Title to real property recorded in the name of the LLC. LLC docs show ownership

You would do well to consult with the attorney that helped form the LLC. Listing the LLC on the trust's schedule of assets is technically...

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My wife recently passed away at age 61. I have two daughters but do not have a trust or will. How do I find a competent attorney

Good places to start are through Avvo (find a lawyer feature) as well as the local bar association for San Mateo County, or the Silicon Valley Bar...

My attorney is being bombarded by emails from other the co-trustee and his attorney. Does my attorney need to respond to them?

You need to discuss this with your attorney. Generally, however, attorneys are quite adept at spotting issues, and it may very well be important...

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What safeguards are there for a conservatee whose conservator who may not be acting in the conservatee's best interests?

In Santa Clara County, a lawyer is usually appointed to represent the conservatee. Additionally, the court investigators are required to report to...

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Yes, an EIN is required for your mother's estate. You should not open the account under your mother's Social Security Number or under your own...

I Want to Manage a company using a Trust , What kind of attorney do i need? (Business Attorney?)

You will need an experienced trusts and estates attorney to prepare the trust for you and who can discuss with you what your goals are with regard...

Life insurance and named beneficiaries

No changes can be made after the death of the insured, so the death benefits will be paid out to the beneficiary as of the date of death. Whether...