Is it risky to buy a house whose title is in probate petition?
What is needed is a "Heggstad" petition. 2-3 months may not necessarily be needed to get this corrected, if you know the proper way to solve the...
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San Jose, CA
Estate planning Lawyer at San Jose, CA
Practice Areas: Estate Planning, Trusts
What is needed is a "Heggstad" petition. 2-3 months may not necessarily be needed to get this corrected, if you know the proper way to solve the...
Selected as the best answer
I have a better solution. Consider doing a Heggstad petition using the pour-over Will to get the property into the trust. You can't really do...
You will need a Probate Court to confirm that the most recent trust is the current trust, and that your father intended it to replace the original...
Assuming your grandfather had a pour-over Will (i.e. a special Will that directs all property that would otherwise go through Probate to be turned...
Your question includes the information that your mother had a Trust A (survivors trust). This would mean that any account being opened should be...
Mr. Cross is correct. If your brother was able to close the account on his own after your mother died, there are several possibilities: 1. He...
Here is the likely outcome. If your sister's retirement account named your mother, her interest "vested" on your sister's death. If your...
The issue with community property being used to pay premiums on the life insurance is a major one. If money from your husband's employment was...
The issue is not proof that the trust exists, but proof the exemption exists. The certification only is for the former, and not for the...
There is an exclusion from reassessment of real property taxes when there is a transfer between spouses. Make sure that you file a preliminary...