My Revocable Living Trust includes funds for my grandchildren only when they reach the age of 25 which is min 10 yrs from now
Anastasia's answer
|
Answered on March 04, 2025
I agree with Mr. Coulter. While it can seem simple, there are quite a few aspects to making bequests like this that you probably haven't...
Reserve For unanticipated and final closing expenses?
Anastasia's answer
|
Answered on March 04, 2025
It is pretty routine for a trustee to hold a reserve, especially if distribution occurs before the last years' tax returns can be filed for the...
What attorney do I need. My sister made a phoney will and sign our deceased Mother's name and submitted into probate court?
Anastasia's answer
|
Answered on March 04, 2025
Prior counsel are all correct that you need an estate litigator immediately. If your sister has filed for probate of this Will you need to act...
My Dad died without a will and has no other family members, but me. Can I pay the taxes
and put the property in my name?
?
Anastasia's answer
|
Answered on March 04, 2025
I'm very sorry for your loss. Unfortunately, more is required to transfer his assets to you. If the real property has a low gross value, you may...
Who would get guardianship of my minor child if both parents pass away before the child turns 18?
Anastasia's answer
|
Answered on March 04, 2025
Ms. Whitbeck is correct. I also recommend executing Durable Powers of Attorney and Health Care Directives as part of your estate planning to cover...
What documentation does the Probate court require to prove that you did your due diligence to locate the Executor of a Will?
Anastasia's answer
|
Answered on July 27, 2023
You should file a Declaration stating all your efforts in detail prior to your hearing date.
How do I file a Haggstad petition
Anastasia's answer
|
Answered on July 27, 2023
I agree with Mr. Daymude. Whether you can use a Heggstad Petition or have to probate the pour-over will is complicated. I would highly recommend...
Do I have to file a formal Creditor’s Claim to reimburse myself for items/services I paid for to manage/protect my dad's estate?
Anastasia's answer
|
Answered on July 27, 2023
I have been successful in obtaining similar reimbursements to clients by incorporating the request, along with supporting information and...
Living Trust with Multi State separate assets situation and Taxes
Anastasia's answer
|
Answered on May 22, 2023
I am licensed and practice estate planning and probate in both California and Nevada. As Mr. Rushforth explained, you do not need to revoke your...
When does the statute of limitations begin to run on recovering personal property against a beneficiary?
Anastasia's answer
|
Answered on May 08, 2023
I changed the practice area to Trusts for this question.
You can file a Petition under Probate Code Sections 850-859 to seek recovery of real or...