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My family aqquired an attorney in San Diego county to deal
Good evening, My family aqquired an attorney in San Diego county to deal with a trust, will, etc situation. My mom passed in 2014 and we owned property in l.a. and San Diego, my mother resided with me… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
My Dad passed recently, and left his home, that has enjoyed
Hello ... My Dad passed recently, and left his home, that has enjoyed Prop 13 tax treatment, to my sister and me. The home is in a trust. We are looking at the scenario of one of us keeping the house … read more
Barrister
Barrister
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Doctoral Degree
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I am the trustee of my parents trust. They are both
I am the trustee of my parents trust. They are both deceased. The trust is to be divided equally among my siblings. If I decide to keep the house under the trust and rent it out, will the tax base sta… read more
Barrister
Barrister
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Doctoral Degree
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Does putting Real estate in a irrevocable trust change Prop
does putting Real estate in a irrevocable trust change Prop 13 status? … read more
DamienJD
DamienJD
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Doctoral Degree
5,653 satisfied customers
My sister and I are now beneficiary's our Moms living trust.
My sister and I are now beneficiary's our Moms living trust. I want to sell my share of the home. My sister wants to keep the prop 13 benefits. There are no other trust liquid assets. Mom's bank accou… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
We have 6 rental houses in addition to our personal home, all
We have 6 rental houses in addition to our personal home, all in our family trust. We have 3 adult kids. If we should die, Can we write in our will to give one house to each kid, and if they live in f… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
We are in California My mother passed way in her trust she
We are in California My mother passed way in her trust she left her property to myself and my 2 daughters equally, all the property is clear no mortgages. How do go about making the transfers.… read more
LegalGems
LegalGems
Attorney
Juris Doctorate
14,725 satisfied customers
My mother passed away 11.21.14. House is listed in her trust
My mother passed away 11.21.14. House is listed in her trust name and the title is in the trust name in California and is free and clear. There are 3 siblings (beneficiaries): I am in CA, 1 sister in … read more
LegalGems
LegalGems
Attorney
Juris Doctorate
14,725 satisfied customers
My Canadian wife has permanent status in the us. We have been
My Canadian wife has permanent status in the us. We have been married 35 years living in San Diego. What estate tax issues do I need to address so everything passes to her tax-free? We have a house an… read more
Attorney2020
Attorney2020
Lawyer
2,480 satisfied customers
Single mother has a house worth approx 750K under california
Single mother has a house worth approx 750K under california prop 13 from 35 years ago. Is it best to pass the house to only child via a living will, a trust, or via a family limited partnership?… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My 15 year old daughter was the sole beneficiary of her fathers
My 15 year old daughter was the sole beneficiary of her father's will and trust from 2006 until March 16, 2013. The father committed suicide May 2013 She was abused by her father and reported such abu… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
My aunt died in November of 2009 with a irrevocable family
My aunt died in November of 2009 with a irrevocable fmaily trust. Her trust has 11 beneficiaries named with social security #s. Part of the assets of the trust are her IRA accounts naming her family t… read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
My father passed away April 10. 2011 and he had a living trust.
My father passed away April 10. 2011 and he had a living trust. He had his house in the trust that was left to the three of us (siblings.) We all, including the house, are in CA. What do I do now, as … read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
In California, I want to buy my grandmas house from the trust
In California, I want to buy my grandma's house from the trust using my share of the inheritance and cash. My mother passed away so her share passes to me. Does buying the house from the Trust break t… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
My wife and I both have individual Revocable Trusts that were
My wife and I both have individual Revocable Trusts that were prepared in Florda in 2002. We each are named the trustee for each other's trust in the event of our deaths. The surviving spouse is named… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
I am the executor for a irrevocable trust which has only a
I am the executor for a irrevocable trust which has only a California home in the trust. The home was my parent's who were deceased the late 1990's. The home was originally purchased by my paretts in … read more
dkennedy
dkennedy
Attorney
Juris Doctorate
27 satisfied customers
My mom passed away a few months back. Per her trust Ive inherited
My mom passed away a few months back. Per her trust I've inherited her home. My brother, who currently lives in the residence, and who is a beneficiary (although not of the home) would like to purchas… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
Our family trust is now owned by 3 sisters since my dads passing
Our family trust is now owned by 3 sisters since my dad's passing in Jan. Our house is paid for and the taxes are $1200. a year. (Jarvis amendment). The house at the high was 1 million. It is worth ap… read more
Roger
Roger
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Doctoral Degree
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Thomas McJD

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Texas lawyer for 30 years in Estate law

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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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