This probate sales activity report includes probate and trust sales in Santa Clara County in July 2018. This report is comprised of statistical data from June 1, 2018, through June 30, 2018, extracted Continue Reading
California Inheritance Tax
In California we have no inheritance tax. We used too many years ago but that went away when the federal government stopped the credit on it. Now, in California you are going to have some tax Continue Reading
Income Tax Issue with Trusts
Another important point that has come up very recently within the last couple of years is that the laws have changed. A lot of the trusts that we did many years ago or even a few years ago are now out Continue Reading
Is A Trial Necessary For An Eviction?
Is a trial necessary for an eviction? If the tenant does file a written response to the unlawful detainer summons and complaint within the required 5 days, then a trial is necessary to remove the Continue Reading
Difficulties of a Conservatorship
One of the most frustrating things for my clients who are acting as conservator is the sheer amount of work and money that has to go into it. They have to make regular reports to the court about care, Continue Reading
How to Avoid Probate in California
The process when someone passes away, if you die without a trust, or you die with a will or without a will, you are going to go through what is called probate. The probate process is the transfer of Continue Reading
Conservatorship vs. Trust
Many clients ask me when they first walk into my office which direction they should go. Should they go the estate planning direction – create some durable power of attorney documents, advanced health Continue Reading
Why Sellers Want Buyers With Underwriter’s Approval
When a seller is looking to sell a home the most important thing that they should be concerned about is that the buyer that they choose to sell the home to actually has the ability to buy the Continue Reading
California Probate Code 850
What happens when the real property title does not get transferred or funded into a trust before the creator of the trust dies? Does it become necessary to start probate proceedings in the probate Continue Reading
Modifying an irrevocable trust – Ca Probate Code 15404
When trusts get created the intention is to enforce the trust after it gets created. Change is a guaranteed constant in life. Circumstances we cannot predict when a trust gets created Continue Reading
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