Legal Question in Wills and Trusts in California
My mother passed, and I have the option to leave the now irrevocable trust in effect. I completed an Affidavit of Death and I am suppose to fill out some sort of change of ownership statement or report, what form do I use BOE-502-A or D?
Asked on 2/03/21, 3:03 am
1 Answer from Attorneys
Michele Cusack
Pollak & Cusack
Both. And don't neglect to file the Claim for Exemption from Reassessment for Parent Child Transfer
Answered on 2/03/21, 6:26 am
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