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LEE HORNER ESQ.

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Probate estate and trust questions regarding California and Arizona estates.

Recent Answers

2016-08-27 beneficiary:

Thanks for the clarification. First, you should state that you have no children, natural or adopted in the document -- no need to name the niece/nephews etc -- just children have to be referenced or an

2016-08-26 beneficiary:

This would work as a matter of contract between you and the financial institutions, but only as to those assets;  if you have real estate, motor vehicles, etc then if you don't have a will, the State of

2016-08-15 items in a will vs. beneficiary:

See if your motor vehicle registry (dept of motor vehicles/motor vehicle division etc) has a procedure for "non-probate transfer" of a vehicle,  In California for example, they have a form that is used

2016-07-23 Life tenant:

No inheritance tax but are you sure about who is the life tenant?   Usually the elder parent deeds the house to the kids and reserves a life estate for himself.  You described just the opposite so I'm

2016-07-20 protecting 84 yr old mothers money:

I wish I had better news but the answer is nothing. There is a 5 year lookback on transfers of large assets like this -- she could transfer it now to relatives BUT if she were to die within that 5 year

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