When are Living Trust beneficiaries entitled to accountings from the trustee?
Posted in Living Trusts on Sep 7th, 2010
Beneficiaries of a living trust are entitled to accountings only when the trust becomes irrevocable.
Tag Archive 'living trust'
When should I review or update my Living Trust?
Posted in Estate Planning, Living Trusts on Feb 4th, 2010
When should I review or update my Trust? You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure [...]
California Probate Fees
Posted in Estate Planning, Living Trusts on May 25th, 2009
What are the fees to Probate an estate? In California, both the personal representative (an executor or administrator) and the personal representative’s attorney are entitled to compensation. If the Will specifies the compensation, then that’s all they can receive (P.C. 10812). If the Will doesn’t specify, then the personal representative and the attorney are each [...]
Free online estate planning?
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on May 19th, 2009
Today, I saw a posting about doing one’s will and trust online: “What about going to www.SuzeOrman.com and clicking “will and trust kit” on the left side of the screen. She said on a recent show to use the password “peoplefirst” to get the documents for free. I bought this package at a KPBS fundraiser a [...]
When should I review or change my Trust?
Posted in Living Trusts on Mar 17th, 2009
You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change [...]
Do I need a revocable living trust?
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity, Probate on Mar 17th, 2009
You should strongly consider a revocable living trust if any of the following are true: You own real property; you have over $100,000 in gross assets; you want to maintain your privacy; or you want to protect your children from squandering their inheritance.
Daniel K. Printz, Esq.
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