Regarding the answer provided below - what is a credit shelter trust? How is it different than a living trust.
Tony's answer
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Answered on November 29, 2018
A credit shelter trust (also called a Disclaimer Trust or a Bypass Trust) is a tax planning tool for spouses who have a joint trust and have over...
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Trusts
Tony's answer
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Answered on November 25, 2018
No, trusts are not filed with a court like wills are (original wills are filed to begin a probate proceeding). Trusts are private documents and...
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How can you avoid the probate process if I’m not sure if my mother left a will?
Tony's answer
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Answered on September 06, 2018
There is no central location for doing a will search. Often attorneys from a particular state who subscribe to the Eatate Planning Section of...
Archived
> If your will is not drafted, signed, witnessed, & notarized correctly,
Tony's answer
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Answered on August 28, 2018
I agree with my esteemed fellow counsel that a notary is NOT required for an Oregon will. What is required is for tgecwill to be witnessed by 2...
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How to add my husband to property deed. It is free and clear
Tony's answer
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Answered on August 14, 2018
Simple. Bargain and Sale Deed from you to you and your husband. If you deed it to you and your husband as “tenants by the entirety” (to Jane Doe...
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How do I put my deceased fathers home in my name?
Tony's answer
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Answered on July 30, 2018
I agree with the other counsel - you need to do a probate proceeding (unless the property was already held in joint tenancy with you, with...
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Do in-laws need to be in the will?
Tony's answer
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Answered on July 30, 2018
The nieces, nephews and ex-spouses do not need to be named in a will. As a practical matter, a divorce extinguishes the former spouse’s ability to...
When there is no one who can act as executor for a person's estate, what are the options?
Tony's answer
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Answered on May 30, 2018
Set your estate up as a trust and name a bank or a trust company as your successor trustee to carry out your wishes. They will charge your estate...
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Can a trustee of a revolvable trust change anything they want in the trust.
Tony's answer
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Answered on May 23, 2018
In general NO, a Trustee of a Revocable Living Trust cannot change the content of the Trust. Unless a Trustee is specifically designated powers...
How long after death can a will be contested?
Tony's answer
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Answered on April 28, 2018
In Oregon, once a will has been admitted to probate, you have 4 months to challenge the will. After that time period ends, by statute you can no...
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