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My close friend died. She left me as beneficiary of her
My close friend died. She left me as beneficiary of her estate. Her father who died three years earlier left her 80% of her estate. And 20% to her sister. My friend had a will and trust plan drawn up … read more
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Richard
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My wife and I want to avoid probate when one of us dies. We
My wife and I want to avoid probate when one of us dies. We live in California and have simple wills, basically leaving everything to each other after several lump-sum payments to family members and c… read more
Loren
Loren
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What's the value of a individual "safe trust"? Are capital
what's the value of a individual "safe trust"? Are capital gains made by safe trust subject to lower tax's? if so, how and what differences as compared to a person without one? What's the legal protec… read more
RayAnswers
RayAnswers
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I live in CA. My mother and stepfather set up a trust in 1998
I live in CA. My mother and stepfather set up a trust in 1998 naming me and my step siblings as beneficiaries. My stepfather died in 2005. My mother signed a document on 11/1/06 which dealt with alloc… read more
INFOLAWYER
INFOLAWYER
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Doctoral Degree
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recently my brother in law passed away . I am not sure about
recently my brother in law passed away . I am not sure about the law here in NY . since he did not have a will. he had some money in stocks. also my wife has informed me she has half brothers from her… read more
Georgetown Lawyer
Georgetown Lawyer
Principal Attorney
Post-Doctoral Degree
11,193 satisfied customers
My father and step mother set up a trust. She died first and
My father and step mother set up a trust. She died first and then my father took some of the money out of the trust and set up an account with his children not hers as beneficiaries. The trust was set… read more
Loren
Loren
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Hi. My mother is 82 and chose to take only a small income from
Hi. My mother is 82 and chose to take only a small income from the nest egg my father left when he died at 65, to try to preserve it for my brother and me. She has weathered two stock market crashes. … read more
Dave Kennett
Dave Kennett
Doctoral Degree
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After my father died my stepmother changed the trust and disinherited
After my father died my stepmother changed the trust and disinherited me. Is this legal in Calif? She did 3 amendments. She put his trust into hers and changed the name of the trust.She has now died. … read more
John Legal
John Legal
Doctoral Degree
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a life long residet of California -husband died 2010 in California
a life long residet of California -husband died 2010 in California - leaving most everything in trust with poor over will designating trust. owned a life insurance policy on the wife who lives in Cali… read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
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mom is !st successor trustee trust states 8.2.1 trustee may
mom is !st successor trustee trust states 8.2.1 trustee may appoint cotrustee or special may appoint a cotrustee how does she do this… read more
INFOLAWYER
INFOLAWYER
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Doctoral Degree
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My mother died in 2005. My father and mother had set up a trust
My mother died in 2005. My father and mother had set up a trust for my brother and I. The trust was for my moms side of the estate. so it became irrevocable when she died. The trust had 5 houses in it… read more
dkennedy
dkennedy
Attorney
Juris Doctorate
3,122 satisfied customers
My parents established a Trust back in 1994, after my father
My parents established a Trust back in 1994, after my father passed away in 2007, my brother-in-law, Atty., and their Estate Atty, never discussed the advantages or disadvantages of changing/transferr… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
Situation Mother is 92. Two sons are (1) 72 and (2) 63.
Situation: Mother is 92. Two sons are (1) 72 and (2) 63. $300,000 will be left equally. Accounts are now all TOD. No real property. Son 1 has Parkinsons. Son 1's wife not thought competent to handle m… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
Husband passed away and everything is in trust, including what
Husband passed away and everything is in trust, including what I believe is community property. Filed a Probate Code 5021 Pet to Set Aside Non Probate Transfer of Comm Pro without consent spouse. Othe… read more
Daniel P.
Daniel P.
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Juris Doctor
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I need language to insert into a Living Trust that would state
I need language to insert into a Living Trust that would state that an outside administrator would act as the Executor of the estate (of my mom). My sister and I are not ever in agreement and this wou… read more
Irwin Law
Irwin Law
Juris Doctor JD
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My wife passed away 8 yrs ago and she had brought her parents
My wife passed away 8 yrs ago and she had brought her parents to Ca. to live. After she died, her father died and I was left to take care of her mom. I had to set up a living trust account to take car… read more
Thomas McJD
Thomas McJD
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Doctoral Degree
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My daughters father (my ex-husband) died intestate. Her aunts
My daughter's father (my ex-husband) died intestate. Her aunts (administratrix and guardian of assets)--brothers of my daughter's father--settled his estate privately, and transferred her assets into … read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My father died in 1994. His wife [second wife] died in 2008.
My father died in 1994. His wife [second wife] died in 2008. I am an only child, his wife had 2 children previous to their marriage. Both parents died in Florida. His wife never worked so all assets w… read more
rvlaw
rvlaw
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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