Distributing and Disposing of Personal Property During a California Trust Administration
Your parents have died. Thank goodness they had a living trust. And so far, it looks like their home, investment ...
What Your Attorney Needs From You to Send the Trust Notice
Your attorney cannot prepare the required trust notice from the trust document alone. We also need a complete list ...
What Is California Probate Code §16061.7?
When someone dies with a living trust, the successor trustee may assume the next step is to collect the assets, pay ...
The First 30 Days as a California Successor Trustee
When a family member dies, the person named as successor trustee has two immediate reactions.
What is a Successor Trustee in California? Duties, Authority, and First Steps
A successor trustee is the person (sometimes an institution) named in the trust to take over management and ...
Selling an Inherited California Home: How Capital Gains Tax Really Works
Most California families owe far less capital gains tax than they expect.
Should Your Inheritance Go in Its Own Trust? El Dorado Hills Guide
If you are married and you inherit money or property in California, that inheritance is your separate property ...