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My uncle passed away in Portland,Oregon without a will. His obit states he had 2 step-grandsons. Will they inherit the estate ?
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Answered on April 14, 2014
This is a somewhat complicated question that can't be answered completely without a better understanding of your uncle's family. If your uncle...
Archived
Do I need to notarize a letter to my executor leaving money to a friend.
Adam's answer
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Answered on March 26, 2014
Ideally you need a pet trust. Click on the link below for a short article that I wrote on the subject.
Archived
I have power of attorney from mother. home is only asset. do we need to set up a trust account?
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Answered on March 24, 2014
If you want to avoid probate, the best way to do this (generally) is to set up a trust. The power of attorney only works during your mother's life.
Archived
Irrevocable trust with credit shelter trust which is best way, bypass and survivorer, equal values or a 50 50 split
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Answered on March 23, 2014
This will depend on what type of assets, their value, and the current situation of the beneficiaries. I would strongly recommend getting a second...
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I need a lawyer who can help with my fathers living trust. he passed away on dec 22 in san mateo ca.
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Answered on March 03, 2014
Terribly sorry to hear about your loss. I think your next step will be to have a lawyer send a demand letter to your stepmother to get a copy of...
Archived
We own three rentals that are in our name. How do we convert each of them to an LLC to avoid possible liability suits?
Adam's answer
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Answered on March 01, 2014
In a nutshell, all you have to do is create three separate LLCs (go to the Oregon Secretary of State website and follow instructions), and then...
Archived
How do I determine if a living trust is necessary?
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Answered on January 31, 2014
Although not "necessary," a living trust is generally a really good idea. In your situation, a living trust can: 1) ensure that your property goes...
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My common law husband left a will leaving me sole beneficiary. He had an irrevocable living trust with his ex wife.New will good
Adam's answer
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Answered on January 29, 2014
It's going to depend on what the documents say, and what (if anything) the irrevocable trust was funded with. Basically, you need to take all of...
Archived
I am the executor of my parents Revocable Trust. How do I step in now that my Dad has advanced Alzheimer's?
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Answered on January 28, 2014
The answer to your question is actually going to require an examination of the trust document. Generally, each trust agreement provides for the...
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Tax issues when gifting real estate property.
Adam's answer
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Answered on January 20, 2014
Have you made any "taxable gifts" previously (gifts that you filed a gift tax return with the IRS)? Assuming you have not made more than $5.34...
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