Do I need an attorney to put a Texas property in a CA Trust?

You really do need to have an attorney in Texas draw up the paperwork. In Texas, as I recall, they use a form of deed called a Warranty Deed,...

Yes, being a foreign trustee creates foreign trust status, and does complicate things for you. U.S. tax law will require withholding be paid to...

How can an adult inherit from parent and keep medi cal?

The short answer is that the parents needs to have an estate plan that leaves the property and cash in a "supplemental needs trust" for the benefit...

Your question needs more information. What does the paper say that the successor trustee wants you to sign? In general, if you are a...

I have a premarital agreement with my wife. We are setting up a trust together.

The short answer to your question is "yes." The trust needs to be drafted so that community property and separate property are clearly defined as...

Trustee never gave me anything after my aunt died. i finally aked for a copy of the trust document over a year later

The answers to your questions depending completely on the terms of the trust created by your aunt, and how your "life tenancy" is presented in the...

My grandma is 86 years old, she said that she has a little money put aside for me to buy a house.

First of all, under current tax law, the annual gift tax exclusion for your grandma would be $13,000 this year, and $15,000 next year, with amounts...

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Special needs trust

You would want to create a supplemental needs or special needs trust for him. Properly drafted, the trust would be able to accept contributions...

If your mother created a revocable trust, it is likely that at the same time a special type of Will called a "pour-over" Will was created at the...

Any difficulty in refinancing a property in California that is owned by a living trust is a function of the bank or lender handling the refinance,...