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Request to JB I am a trustee and sole remainderman with a ½
Request to JB I am a trustee and sole remainderman with a ½ interest in a property shared with my stepmother. The property is titled in the name of my dad's trust and the other 50% is titled into the … read more
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Follow up: right to occupancy vs. life estate trust
Follow up: right to occupancy vs. life estate trust provision; Tenant is renting outside the primary residence. The deed is set up 50% trustee (me) and 50% stepmom's trust. Trust is silent on rent out… read more
RayAnswers
RayAnswers
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I am a successor trustee in CA and I am interested in filing
I am a successor trustee in CA and I am interested in filing a proposed notice of creditors in probate court to cut short the time for a creditor to seek recover against the trust assets or beneficiar… read more
Jessica B
Jessica B
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In California, my stepmom (who had a stroke) and dad own
In California, my stepmom (who had a stroke) and dad own three cars with their names listed with an "or" designation on the pink slip (i.e. Sally Smith or ***** *****). He listed all three cars in his… read more
LegalGems
LegalGems
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My dad, as joint tenant, deeded his interest in a property
My dad, as joint tenant, deeded his interest in a property to the name of his Trust. He used life estate/remainder language in his trust with his goal of providing a life estate for my stepmom and the… read more
LawGuy
LawGuy
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My stepmom is willing to deed her half of a jointly held
My stepmom is willing to deed her half of a jointly held property over to my dad's living trust (note: son is successor trustee) with the promise that she can use the home during her lifetime. Upon he… read more
Infolawyer
Infolawyer
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I'm the DPOA mom in NYS. My sister is trustee of the house.
I'm the DPOA for my mom in NYS. My sister is trustee of the house. I am renting out the house but my sisters say its with their permission and only if I submit all of the expenses incurred since the b… read more
Dimitry Esquire
Dimitry Esquire
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Herr Socrateaser, OK, so the statute of limitations clock
Herr Socrateaser, OK, so the statute of limitations clock started running when my mom passed, correct? If my sister does move into the house and and then realizes after a few weeks --or whatever-- tha… read more
socrateaser
socrateaser
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Hi Mr. Socrateaser, this is Mike back with a question about
Hi Mr. Socrateaser, this is Mike back with a question about my sister's life estate. I have provided the pertinent portion of the trust as reference for you below to jog your memory. Recently my trust… read more
socrateaser
socrateaser
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Counselors, My father passed away in September. The pre-nuptial
Counselors, My father passed away in September. The pre-nuptial agreement with his (now) widow awards her a "right of occupancy" to two of his residences. Another paragraph awards her the right to sel… read more
socrateaser
socrateaser
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My dad left a bloodline trust and wanted me to be trustee.
My dad left a bloodline trust and wanted me to be trustee. I turned him down for health reasons so after 7 years he finally picked my next brother. The trust was funded with real estate: two houses wi… read more
Jack R.
Jack R.
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If the language of the will calls for the trust to distribute
If the language of the will calls for the trust to distribute income from the trust to the primary beneficiary, and one of the assets is a home that is rented out, is it allowable for the trustee to p… read more
LawGuy
LawGuy
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My father signed his home over to me four years ago and the
My father signed his home over to me four years ago and the title was transferred solely to myself. In addition to the transfer a trust agreement was set up that if I sold the priority that the procee… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
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My husband is the executor of an irrevocable living trust in
My husband is the executor of an irrevocable living trust in California. His dad was deceased in 2002 and his stepmom died 12/23/09. The trust is to be split 25 % to him and his sister and 50% to his … read more
lwpat
lwpat
Doctoral Degree
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My wife and I each have a revocable living trust and we are
My wife and I each have a revocable living trust and we are co-trustees on each. If we have total assets worth more than the federal estate tax limits, yet our house is only worth $150,000, is it adva… read more
lwpat
lwpat
Doctoral Degree
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My friend was set to inherit a property per my grandfathers
My friend was set to inherit a property per my grandfather's trust. The trustee's attorney wanted to add that his step grandmother can continue living in the property as she did by putting a life esta… read more
Infolawyer
Infolawyer
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Doctoral Degree
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In Oct 2009, the trustee challenged a life estate in court
In Oct 2009, the trustee challenged a life estate in court and I signed a petition to the court that it is a life estate asking the court to set the boundaries of the life estate (but I did not want t… read more
lwpat
lwpat
Doctoral Degree
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My father through his living trust left his home to my sister
My father through his living trust left his home to my sister & myself also giving me a life estate to live here until I die. My sister lives in an apartment with her daughter & states that because sh… read more
lwpat
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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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