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Trusts & Estates Law/Experts

Expert	Average Ratings	Expertise
David Disraeli U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.81 Clarity of Response 9.89 Politeness 10.0 Response Time(hr) 12.9 --Last 90 Days(hr) 52.5 Total Questions 577	I can answer questions about living trusts, why you would or would not want one. I can also answer questions about estate tax reduction and advanced charitable giving, family partnerships and asset protection. I may have already answered your question here: www.lifeplanblog.com or here www.pcfo.net
Prof Swapan Garain India Available View Profile Ask A Question	Knowledgeability N/A Clarity of Response N/A Politeness N/A Response Time(hr) 167.1 --Last 90 Days(hr) 167.1 Total Questions 3	legal, investment, retirement planning, personal investment, nonprofit investment, social and ethical investment and related issues focusing on India
Shahram Miri U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.75 Clarity of Response 9.75 Politeness 9.75 Response Time(hr) 14.5 --Last 90 Days(hr) 13.4 Total Questions 43	I am a licensed California attorney and have been practicing in the wills and trusts field for 4 years.
Janet Brewer U.S. On Vacation returns 02/24/2012 View Profile View Past Answers	Knowledgeability 9.91 Clarity of Response 9.91 Politeness 9.97 Response Time(hr) 7.9 --Last 90 Days(hr) 9.7 Total Questions 1378	BE CAREFUL about taking legal advice from non-lawyers. I am a licensed attorney in California. II am available to answer questions about probating estates, preparing wills and trusts, administering estates and trusts, forming family limited partnerships and limited liability companies, and establishing a wide variety of estate and gift tax-sensitive trusts (charitable trusts, children's trusts, irrevocable life insurance trusts, etc.). I can also answer questions regarding the preparation of estate tax returns (Form 706) in taxable estates. Please note that I do *not* prepare trust income tax returns and cannot provide you with any information about that type of return. Please note: I am only able to practice law in the State of California. I cannot answer specific questions about other states' laws; I can only provide some "general" information that may or may not apply to your situation.

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Recent Answers

2012-02-04 POA for Trust:

Hi Glori, Your mom should have provided a "certificate of trust" to the bank to change the title of the account from her to her trust. The certificate of trust will spell out what happens if your mother

2012-02-02 Uneven Loading of the B Trust:

I'm sorry about your mother's death. As I'm sure your attorney and/or CPA will tell you, the only things you can legally place in the B trust are your mother's assets - either assets she held in her name

2012-01-24 Addendum to Irrevocable Trust:

Hi Melodie, Unfortunately California law requires court approval. Even if (b) does not apply, you still need to petition the local probate court for approval. Below is the entire law verbatim. Prob

2012-01-21 trust worthy trustee, or questionable acts:

Hi Robert, There are way too many variables to answer this question via email so yes an attorney would be a great option. For example you are asking for an opinion about a trust agreement to sone who

2012-01-17 taxes on dissolved trusts:

Hello Mike, You need a second opinion, in writing. I do not believe that a CRT can ever be dissolved until all the provisions are met. There would be serious tax consequences because your father took

Trusts & Estates Law/Experts

David Disraeli

Prof Swapan Garain

Shahram Miri