Legal Question in Wills and Trusts in California

My Uncle would like to remove himself as benficiary of my dad's trust. What does he have to do?

Also, My dad's girlfriend needs to sale the house they lived in. She owns half and with my dad's 3 kids. That is, after uncle removes himself as benificiary. What sort of document do we all have to submit to the realtor to sale the house?


Asked on 6/16/10, 1:06 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

Your uncle can execute a qualified disclaimer of his interest with the trustee(s).

For the house, The trustee(s) must execute and file an Affidavit of Successor Trustee with the Recorder's office, as well as Change of Ownership Report and and Claim for Exemption from Reassessment with the assessor's office.

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Answered on 6/16/10, 4:13 pm


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