Do I need a tax attorney?

I would be happy to assist you with your planning. I am in West San Jose near Westgate Shopping Center. I am a Board Certified Specialist in...

Is separate property transferred to Calif individual revocable trust as such, subject to comm prop claim by surviving spouse?

Based of your identification of separate property transferred to a California INDIVIDUAL revocable trust, it appears that you are talking about a...

There is no practical way for an unmarried couple to own property in a joint trust, because of California and federal income tax issues, and...

If a trust has both separate and community property in CA, how does the PCOR show one house is still SP property of 1 spouse?

The community or separate property status of real estate in a living trust should be spelled out in the living trust document itself or schedules...

Generally speaking, if the real estate, stocks and bonds are held in the trust as community property by the married couple, there is a step-up in...

I agree with the idea of just drawing up deeds to remove the property from your trust, put on the new loan, and then put it back into your trust.

Can an ira be the beneficiary of a revocable trust account and are there any tax consequences thanks

I assume that you are asking if a revocable trust can be the beneficiary of an IRA, where the trust has three beneficiaries. The short answer is...

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How can a beneficiary get a copy of a will that was filed with trust papers if the trustee will not give it to him?

The previous answers are correct. However, I would note, here in California, there is a statutory requirement that any Will in someone's...

Transfer-on-death trust triggers reassessment?

Transfer to a revocable living trust of your own home in California where you are the beneficiary of the home will not trigger a property tax...

Does a property which was in an irrevocable trust need to go through probate after my deceased sister deeded it in her name?

It is not clear from your question who died and left no will. Was it your sister, or your mother? Also, was the home in foreclosure owned by a...