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How to receive my inheritance when a sibling is not responding and is the successor trustee of our living trust inheritance?
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Answered on November 03, 2017
You should seek the advice of an experienced trusts and estates litigation attorney near you. As a beneficiary, you have vested rights and the...
Archived
Where can we find a copy of a irrevocable living trust made years ago by my father? The attorney that wrote it up has passed?
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Answered on November 02, 2017
If your father still has capacity, he can have a new trust prepared to restate the terms of the missing one. The trust name will remain the same,...
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Stepped up cost basis when inheriting stocks??
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Answered on November 02, 2017
You should consult with an experienced trusts and estates attorney, or tax attorney, near you. If the stocks were included in your father's estate...
Archived
What will happen to my deceased aunts paid off house in San mateo without a will or trust?
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Answered on October 13, 2017
The estate will have to be probated, presumably in San Mateo County. If she had no will, then her "heirs at law" will receive the estate at the...
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Can I help my mother amend her will, Durable Power of Attorney with online legal forms?
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Answered on October 08, 2017
If it has been 20 years since your parents reviewed their estate plan, they should make an appointment with an experienced trusts and estates...
Archived
Can 4 successor trustees (children) in living trust act together to sign and sell home and distribute or first one does all.
Thomas's answer
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Answered on October 08, 2017
Selection of successor trustees is a critically important issue, and you want to select someone that you have trust and confidence in. Selecting...
Archived
Our lawyer is suggesting we waive right to accounting from trustee in exchange for fast distribution from trust is this ok?
Thomas's answer
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Answered on October 08, 2017
It seems unusual that the attorney would make this offer without discussing it with you first. You should take this issue up with him directly. ...
Archived
How do you claim an inheritance?
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Answered on June 17, 2017
It would make sense for you to consult with an experienced trusts and estates attorney to make sure you understand your rights. Much will depend...
Archived
How long does it take to fund a trust
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Answered on April 25, 2017
Funding the trust is usually fairly straightforward, executing appropriate documents to transfer the property to the trust. But, if the trust is...
Archived
Received accounting from Trustee-several items are missing
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Answered on April 14, 2017
You should consult with an experienced trusts and estates attorney near you for assistance. You have a right to a complete and accurate...