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Recent Revocable Trust questions

My father has our childhood home in trust to my sister and

My father has our childhood home in trust to my sister and me. If he dies, and his girlfriend claimsJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: "common law"...can she take the house from us? State is TexasJA: Has anything been filed or reported?Customer: He has filed the house in trust....it is a revocable trustJA: Anything else you want the lawyer to know before I connect you?Customer: The woman is very evil an manipulative and probably could convince someone "common law" even though that is NOT my dad's intention

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

50,214 satisfied customers
I am married and I bought my home before we got married. we

I am married and I bought my home before we got married. we have 1 child together and my spouse has 2 outside children. I want to assure that if I pass away first my spouse can remain in the home but after his death I want our child to have 100% ownership of the home with no shares to my spouse previous children. Is this possible to establish in a revocable trust or will?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: GeorgiaJA: Has anything been filed or reported?Customer: no wills filed yetJA: Anything else you want the lawyer to know before I connect you?Customer: not at present

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legalgems

Juris Doctorate

15,410 satisfied customers
Father in law has a revocable trust in FL, he is grantor but

father in law has a revocable trust in FL, he is grantor but not trustee. can he remove property out of the trust with a warranty deed?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: FLJA: Has anything been filed or reported?Customer: not sure what you meanJA: Anything else you want the lawyer to know before I connect you?Customer: no ma'am

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Loren

Juris Doctor

40,346 satisfied customers
I need to prepare a will and a living trust...live in State.

I need to prepare a will and a living trust...live in Washington State. My situation is very simple...just a spouse and no children. We have a home, I have an IRA and my husband is the beneficiary and we have a joint brokerage account. I would like to find boiler plate documents if possible. Thank you!JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: WashingtonStateJA: Has anything been filed or reported?Customer: No.JA: Anything else you want the lawyer to know before I connect you?Customer: I can't think of anything else. I think my situation is pretty basic and simple.

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Ray

Lawyer

Doctoral Degree

39,192 satisfied customers
Can I put my daughter on title with me as tenants in common

Can I put my daughter on title with me as tenants in common with no $ transferring hands and no change on the loan?JA: Because laws vary from place to place, can you tell me what state the property is in?Customer: CaliforniaJA: Has anything been filed or reported?Customer: not yet; it's all in my name as a single womanJA: Anything else you want the lawyer to know before I connect you?Customer: It is currently in a revocable trust. I am the owner

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Loren

Juris Doctor

40,346 satisfied customers
I need to change the name of the second designated person as

Hello,JA: Hi. What do you want help with?Customer: I need to change the name of the second designated person as durable power of attorney. What needs to be done? Can I change the name and then get it notarized.JA: Can you tell me what state this is in? And just to clarify, what paperwork has been filed?Customer: California - The entire revocable trust was set up in 2010. Everything is done.JA: Has anything been filed or reported?Customer: yes, everything is filed in San Mateo county.JA: Anything else you want the lawyer to know before I connect you?Customer: No, just this question - thank you

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Ely

Counselor at Law

Juris Doctor

67,220 satisfied customers
My mother executed a valid trust with an attorney back in

My mother executed a valid trust with an attorney back in 2000 when she was fully mentally capable. However, she was diagnosed with Alzheimer's, dementia, and Parkinsons 6 months ago which dates back 3 years. My sister and I are the successor trustees and I'm wondering what I can and cannot do in regard to the bequests in the trust, in particular must I act in concert with my sister to do anything? My sister is extremely hostile to me and my family and even had a second trust executed after my mother became legally incapacitated (and so it will be voided eventually). I would like to ensure that the original bequests in the original trust will be honored and not undercut by my sister. Your suggestions? (State of CA)JA: What documents or supporting evidence do you have?Customer: My name is***** have the original trust and the comprehensive diagnosis which was done about six months ago by the Univ. of CA Neuro-Psych clinic in Walnut Creek, CA which states she had moderate to severe dementia and Alzheimers. She is aware and still recognizes everyone and has good days, but as the doctors noted she really cannot manage her own affairs. That has been going on for three years.JA: Anything else you want the lawyer to know before I connect you?Customer: That's it.

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704 satisfied customers
I have retired to fla from NYC and have been advised to open

i have retired to fla from NYC and have been advised to open a revocable living trust to A) protect my assests and set up my estate.Is this a good idea?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: floridaJA: Has anything been filed or reported?Customer: not yetJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Loren

Juris Doctor

40,346 satisfied customers
I had already written a lot but got lost trying to get on

I had already written a lot but got lost trying to get on PaypalJA: What state are you in? It matters because laws vary by location.Customer: CaliforniaJA: Has anything been filed or reported?Customer: I received a check for my inheritance from a trust I am a bienifishary and I think the trustees which are my brother in laws are not giving me the right amount. How can I get a copy of the trust.JA: Anything else you want the lawyer to know before I connect you?Customer: They sent me a half sheet of paper that looks authentic but a very bad job of recreating it they typed in the three of us at $10,000 each two are their grand children and the trustee are my two brother in-laws How can I get a copy of the trust.

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legalgems

Juris Doctorate

15,410 satisfied customers
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