In CA, who needs to set up a special needs trust, the executor or the beneficiary, if nothing was set up in advance?
Barbara's answer
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Answered on October 30, 2018
The executor should set up the trust. It's part of administering the trust. The executor should consult with the probate attorney for guidance on...
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Will I receive relocation fee?
Barbara's answer
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Answered on October 30, 2018
Assuming you're paying the rent by check, it doesn't seem that there should be a concern for you about whether they're finalizing administration of...
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My brother is married and I am divorced. We inherited a home from our Mom. Can his wife make any claims on inherited property?
Barbara's answer
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Answered on October 30, 2018
I'm extremely confused. First you say that the property is inherited. Then you say your brother used community assets for pay for 1/2 of the...
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How to effectively minimize tax liability for inhereted property and share it with someone?
Barbara's answer
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Answered on October 30, 2018
Kudos to you for doing what feels right, even when you're not legally required to!
People are unnecessarily worried about gift taxes. As of...
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Any advice/warnings for a beneficiary asking Trust Atty/Firm directly, for communications excluded from Atty-Client Privilege?
Barbara's answer
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Answered on October 29, 2018
The attorney does not represent you. He/she represented your late father and now represents the trustee. The conversations between your father and...
Archived
Will property go to surviving spouse?
Barbara's answer
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Answered on October 28, 2018
If they bought the house while they were married, and it was paid for with earnings, it would be community property. She could have an attorney...
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What can I do?
Barbara's answer
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Answered on October 27, 2018
The house is hers for the rest of her life. But because you have lived there more than 2 years, they are required to give you an official 60-day...
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How? Do you know if you need to talk to a probate attorney
Barbara's answer
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Answered on October 27, 2018
I would recommend setting up a consultation with a probate attorney. She will let you know whether any form of probate is needed. She will also...
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My question is do I owe money to my dads estate? If this loan was past the statute of limitations does that matter?
Barbara's answer
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Answered on October 26, 2018
If the loan was in writing, you owe whatever that written agreement said. If the loan was not in writing, you're paying back what you borrowed in...
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Can I accept a cash gift from a person that I am a Caregiver for, for services rendered?
Barbara's answer
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Answered on October 26, 2018
You are essentially asking whether you can defraud the system by receiving "gifts" instead of wages. Sorry, but no attorney is going to help you...