Legal Question in Wills and Trusts in California

Re: Living Trust & Beneficiaries

Very sorry to hear of your situation. If she owns real estate you should consider a living trust or a gift deed (with retained life interest) so that you can receive the house with full step up in tax basis and without probate. Merely having the house in joint tenancy may not be enough depending on the value of the house. Good luck.

Re: Living Trust & Beneficiaries

It depends up what assets your mom has. I also depends upon how long she lives and what kind of mental capacity she enjoys before she dies.

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Again, the book is, to my knowledge, the only one written for regular people in the middle class, and it contains in an appendix the Legacy Living Trust Package, which to my knowledge is the only complete fill-in the blanks trust package written in simple English ("People Ease", not "Legalese") that will be valid in every State in the US.