Archived
If my father died without a will and he is not listed on my birth certificate how can I transfer property
Christine's answer
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Answered on April 23, 2019
Open a probate and give notice. If you are his only legal heir you should be fine.
Archived
Can I gift large sum of money?
Christine's answer
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Answered on April 23, 2019
You simply need to file a gift tax return. You will not have to pay taxes. Yes you can wire the money.
Archived
Am I intitled to any benefits from my domestic partner of 22 years that was a marine ?
Christine's answer
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Answered on April 23, 2019
Very unlikely. If so it would likely be through a Marvin claim. See an attorney
Contesting a Trust, trustor deceased & Trustee misappropriating finances
Christine's answer
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Answered on April 23, 2019
That is inaccurate. Only if a court seems the trust invalid would it go to probate. Simply being contested just means it will be litigated. If...
Archived
How can I be sure certain people get what I want them to have when all monies are in a trust?
Christine's answer
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Answered on April 23, 2019
You cannot. If she does not change it, you as trustee must follow the document. She should see an attorney, especially if you are gifted anything...
Archived
AB Trust was not divided within 6 month time-limit. What happens now?
Christine's answer
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Answered on April 23, 2019
As long as there are no estate tax issues, the failure will not have any real effect but the values from date of death will need to be determined...
Archived
My brother said he talked to a lawyer he said the house was put in my mom's name and my nephews and it s legal for him to keep i
Christine's answer
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Answered on April 22, 2019
Title controls. Have it reviewed to see what your rights are.
Archived
Information about two different trust names
Christine's answer
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Answered on April 22, 2019
You will likely have to get a court order to reissue the check. Show an attorney the trust and see if there is another way.
If I'm changing JUST the name of a revocable living trust, do I need to transfer all the trust assets again to the new name?
Christine's answer
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Answered on April 22, 2019
Absolutely. Title is everything and if you change the name without changing the assets the “old” trust will still “own” everything.
Archived
Is my entry of judgment for dissolution enough to purchase a home in California without my ex's signature?
Christine's answer
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Answered on April 22, 2019
You are single so state so in your purchase and you should be fine.
