Co-executor of mother's estate planning to file personal bankruptcy. Is the trust in legal peril?
The other brother's assets are safe. The issue of the filing brother depends on the terms of the trust and whether distribution are mandatory. ...
Estate planning Lawyer
Practice Areas: Estate Planning
The other brother's assets are safe. The issue of the filing brother depends on the terms of the trust and whether distribution are mandatory. ...
Since you are a trustee your use of trust property is self dealing and would only be permissible if approved by all beneficiaries in writing. ...
It is not for him to provide the SSN. He has an obligation to keep it private. What you would need is a W-9 from the daycare provider. You...
Not clear what you are asking. If the trust is not completely funded and real property in california outside the trust is in excess of $50,000...
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Federal law governs 401K's (they fall under ERISA). As such, your wife must be the beneficiary unless she signs a waiver. That said, if you ever...
Not only do I agree with Mr. Frederick, you should consider contacting him.
Sorry, but I cant follow your question. The money in IRA is what is call IRD - income in respect of decedent. These assets do not get a step up...
Under you facts the properties are separate property.
Assets acquired during married are presumed to be community property. The 20% does not cause transmutation or commingling of the other 20%. The...
Based on your facts and your response, absolutely you need to get an attorney very familiar with elder law to counsel you. Shutting out the social...