What happens when attorney do an estate planning for client?
You need to speak to the drafting attorney. Every attorney has a different method for handling things. First of all, typically, it is a family...
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Practice Areas: Tax, Business
You need to speak to the drafting attorney. Every attorney has a different method for handling things. First of all, typically, it is a family...
What kind of inheritance? What are the terms? What are the ages of the people involved? Why do you even want to get it or give it in...
You can also go through the IRS to get Wage and Income transcripts. You need to prove your power to act (e.g. Letters from Probate Court), notify...
You probably need an attorney to come speak with her and help determine whether she has capacity. You could also obtain a letter (or 2 preferably)...
California is a community property state. The property that your father currently holds in his trust is his own separate property because it was...
Typically an accounting is required annually. In Probate court, the court typically requires an annual accounting, although I do not know if...
After the death of the grantor, the trust becomes irrevocable and should obtain an EIN. The Successor Trustee should prepare to file Form 1041...
You need to speak to an attorney regarding these issues. Missing payments and using credit cards for personal benefit are examples of breach of...
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You really ought to get specific advice on your situation first, but in the meantime consider the answers to the following questions: Where do/will...
Ultimately, you have to consider who would be penalized. In your case, it may seem intuitive that since there is a Will, there is a specific...