Must a revocable living trust disperse property upon my death?

Generally speaking, you can provide in your revocable living trust that upon your death, your assets will continue to be held in trust for the...

What can be done if executor is refusing to say if she has received the clearance certificate?

The executor may be referring to a tax clearance certificate obtained from the State of California after the final income tax returns have been...

Living trust question.

How long the administration should take will depend a great deal on what the trust provides, what the assets are, and whether all of the assets are...

How much time is allowed to obtain an appraisal after the the originator trustee passes

There is no per se time limit imposed across the board, but the actual time period will vary depending on why you need the appraisal. If the...

We inherited $42,000 (our share) from his MOM (deceased) cash. Is it taxable?

Generally, the property you inherit is not subject to income tax upon inheriting it. It's not income. So, for example, life insurance proceeds...

The trust is the beneficiary IF it is designated as the beneficiary on the most recently-executed beneficiary form. When your father remarried, he...

How to find out if there is a will?

California requires anyone in possession of the original will to lodge it with the court within 30 days after learning of the death. So, your...

Is it possible to obtain a UK court sealed Grant of Probate for a U.S. probate case?

Generally speaking, when you're dealing with property (whether it is real property or an bank or investment account) that is located in a foreign...

Living Trust and Lien

Putting property into a living trust will not protect it from debts or creditor claims. California does not recognize "self-settled spendthrift"...

One frequent problem with dementia (especially Alzheimers) is that the person may develop paranoia, have hallucinations, and generally become...