Is it possible to change a home address on a trust ourselves without an attorney and have it notarized ourselves and file?
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Answered on June 24, 2021
You will need to record a Trust Transfer Deed to transfer the new real property into the Trust. Your mother can likely amend the Trust to...
How do I find out if my mom's executor is doing everything she is supposed to do, and not doing wrong?
Anastasia's answer
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Answered on June 15, 2021
If the assets are controlled by a Trust, then the friend is acting as the Trustee, not the Executor. You should have received a copy of the Trust...
Can I buy out my siblings and keep my deceased parents home? We are all on the trust as equals. They do not want the house.
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Answered on May 28, 2021
Generally, this would be considered a sibling to sibling transfer which means that the 2/3 you receive from your siblings would be reassessed for...
My mom would like to quick claim her home to me (her daughter). It is currently in a living trust. Is this possible?
Anastasia's answer
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Answered on May 27, 2021
I agree with the other responses. While it is technically possible, it is not advisable. Your mother should speak with the attorney who prepared...
Should my daughter benefit from her bio fathers mother passing? She left money for all grandchildren.
Anastasia's answer
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Answered on May 27, 2021
I agree. If the language directs gifts to the "grandchildren" she would be included. Is Father the Executor of his mother's estate? If he is and...
Do you need a de-165 form for sale of property if you are the sole beneficiary?
Anastasia's answer
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Answered on May 21, 2021
I assume you are also the Executor. Were you awarded authority under the Independent Administration of Estates Act (IAEA)? The Probate Code...
A "will of Leah" was fraudulently passed before my mother to sign. Thinking it something else, she signed it. What do we do now
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Answered on May 21, 2021
I am not familiar with a "will of Leah" either. If you have been served with notice of a probate proceeding, you will need to appear at the...
What are the pros and cons of having a lifetime living trust to my beneficiaries?
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Answered on May 21, 2021
I agree with the input from my colleagues; but would add that you should carefully select the person you will nominate to be the successor trustee...
I have a civil trial coming up in June with a jury - how many evidence books do I need?
Anastasia's answer
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Answered on May 03, 2021
You may want to review how to lay the necessary foundation for each exhibit so that your documents (and other exhibits) can be admitted into evidence.
What does a widower need to do to invoke the DSUE for his wife's estate?
Do I need an attorney?
Anastasia's answer
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Answered on April 01, 2021
To elect portability of the unused exemption, you'll need to file an estate tax return (Form 706) for your wife's estate. That is generally due 9...