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Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3170
Experience:  Wills, Trusts, Probate & other Estate Matters
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My mom passed away and I am inheriting some money and

Customer Question

my mom passed away and I am inheriting some money and stocks. I am married but I would like to keep the inheritance in an individual accout. I am also buying investment property solely in my name. I also have a trust with my wife. how do I include the investment property in my trus along with the other stocks which are in an individual acct.
JA: Since estate law varies from place to place, can you tell me what state this is in?
Customer: california
JA: What documents or supporting evidence do you have?
Customer: what do you mean. my mom has a trust.
JA: Anything else you want the lawyer to know before I connect you?
Customer: no
Submitted: 8 months ago.
Category: Estate Law
Expert:  Damien Bosco replied 8 months ago.

Hello. My name is***** am an attorney. I will review your question. I may need to clarify facts first. I will answer & we can discuss issues.

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