California trust tax queston.

THere is no arguing, if this is a simple trust, all income required to be distributed you are required to file if income is greater than $300. If...

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Theodore Hankin - he's on Avvo. Also, Dave Pawlowski (858) 454-0024

Is it true that a co-trustee of certain trust does not have to answer to any withdrawls from that trust.

Absolutely not. She must follow the terms of the trust. The beneficiaries are entitled to distributions not the trustee. Sound like you need a...

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My wife was getting a monthly check from her deceased fathers pension plan, we were told by phone this payment was for life and

The letter is not proof of the right to receive for life. It could have been a mistake. You need to ask for a copy of the plan and the pension...

I think if you do it that way your daughter will have title issues down the road if she wants to sell or refinance the property.

My mother is dying and has no will

Obviously your mom has something if you're asking about the right to give it away. If no spouse, and you dont have siblings, and your just talking...

Can two different dates on a legal document get it thrown out of court?

Not unless your mother's capacity is at issue. The witnesses can testify to clear up the ambiguity. If you have the document, you should take it...

This isnt litigation and I believe you previously stated you were the sole beneficiary. He can resign and you can do this alone but I would...

I want to know how i can transfer my CA Rental property to my kids. Maybe Revocable Living Trust?

If you're looking to qualify for medi-cal you need to be careful. You need to go to a Medi-Cal specialist. Call Marlene Seltzer (818) 705-6800. ...

I am thinking of having a Revocable Living Trust. But i am not sure how my kids debt/ (cc debt) can effect my property.

It sounds like you are contemplating medi-cal planning. You need to go to a Medi-Cal expert. Call Marlene Seltzer (818) 705-6800. She is very...