Archived
My father amended his trust when he was angry, but not witnessed.My 50% inheritance has been reduced to a payout. Is this legal?
Robert's answer
|
Answered on April 13, 2012
There is no legal requirement in California that a trust or an amendment to a living trust be notarized or witnessed. The exception is this: If...
Does the heggstad petition work for irrevocable trusts?
Robert's answer
|
Answered on April 11, 2012
Should be able to be done, especially if the property is actually listed in the trust (showing intent). However, to be sure you need to talk with...
Can a living trust in California have co-trustees with equal oversight? Also, must Living Wills be updated periodically?
Robert's answer
|
Answered on April 06, 2012
Answering your questions: A living trust in California can have co-trustees with equal oversight. You can also have trustees that have different...
How can a married spouse bequeath his/her 50% of community property to anyone other than surviving spouse?
Robert's answer
|
Answered on April 01, 2012
Community property ownership can extend to most forms of property, including real estate, business interests, bank accounts, brokerage accounts,...
Archived
Revoccable living trust.
Robert's answer
|
Answered on March 27, 2012
I'm not sure that I see a question here. Could you please add to your information and indicate what you wish to have answered for you?
Archived
How are assets protected upon death from Medi-Cal?
Robert's answer
|
Answered on March 26, 2012
If the special needs trust will funded by your ex-wife's lawsuit, it is probably a special type of trust that will require reimbursement to...
Archived
Do I need a Trust Amendment?
Robert's answer
|
Answered on March 20, 2012
To make sure that the specific bank account that you wish to pass to family avoids the Probate process completely, you should make an amendment to...
Archived
I need advice from a trust lawyer about misappropriation of funds from my mothers estate.
Robert's answer
|
Answered on March 19, 2012
First of all, if your mother has had dementia that was established by a doctor as sufficient to require someone to take care of her finances, then...
Archived
Is it legal to empty an elderly house with a power attorney document, even if the elderly still allive?
Robert's answer
|
Answered on March 18, 2012
A power of attorney grants authority to handle a person's financial affairs, not take his property away. If your client's property is being taken...
Archived
My husband's trust was made 8 years before we got married, and he passed away last year without changing it. is this trust vali
Robert's answer
|
Answered on March 14, 2012
Your question involves a part of the law in California dealing with a "pretermitted spouse."
Here is the law found in Probate Code Sections...