Legal Question in Elder Law in California

trust

what disposition is made of a trust document if all assets of the deceased are not subject to probate?


Asked on 1/16/07, 4:51 pm

2 Answers from Attorneys
Vandad Moheban Moheban Law Firm

Re: trust

In order to best address the issues presented in your inquiry, our office would be happy to provide you with a free 30 minute telephone consultation. Please feel free to contact our office, toll free, at 1.877.MOHEBAN. Ask for Vandy Moheban, Esq. www.lmapc.com

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Answered on 1/24/07, 12:49 pm
Scott Linden Scott H. Linden, Esq.

Re: trust

Not exactly sure what you are asking. Certain items are not subject to Probate, such as insurance policies that have named benficiaries. Depending on the value of the total estate, a Probate may or may not be required. You are correct that non-Probate items are not included in the gross-estate, but to answer more completely, we would need to see the terms of the trust and know what assets were owned at the time of passing. Please feel free to read about Probate and how to avoid the cost of Probate on our website at No-Probate.com. You can make an appointment with our office for a free review of your situation by calling the number listed by LawGuru or on our website.

Scott

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Answered on 1/16/07, 5:05 pm


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