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Questions Answered by Julie King
3 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: A friend of mine passed away and in his will he stated he was giving me the home that he owns if his will has his signat

Has his signature and my signature before he passed giving me the title to the house is the house can be legally mine if it states do as you need sell it to your behalf or whatever you need to do to maintain this property cuz he can no longer maintain it and he is the last of kin legally is that... View More

Julie King
Julie King
answered on Jul 27, 2023

Just taking care of a home does not give anyone rights in the property -- other than the right to be paid if the worker was hired by someone else. Otherwise, if people could care for a home and automatically get ownership rights, every caretaker of every home would be very rich! If your friend had... View More

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2 Answers | Asked in Estate Planning and Municipal Law for California on
Q: I never transferred my mother's California house after her death in 2016 since I am still living there. Is this ok?

I inherit her house per her trust. I now want to transfer ownership to my daughter upon my death so she can live there and pay taxes per Title 19.

Julie King
Julie King
answered on Jul 23, 2023

Unless there is a specific reason the home is being left in the trust, you could save money by transferring taking it out of the trust and transferring it to the beneficiary or beneficiaries listed in the trust. The County Recorder will ask to see a copy of the trust to ensure people aren’t... View More

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2 Answers | Asked in Estate Planning, Real Estate Law and Business Formation for California on
Q: Best Holding LLC structure(pref. NV) if property in CA but reside in Virginia?

Looking for the best way to structure a Holding company LLC is i currently reside in Virginia for the moment but also have property in CA, but in the future want to open different LLC subsidiaries.

Julie King
Julie King
answered on Jul 18, 2023

The answer to your question really depends on your goals. If you want a number of subsidiaries, you may want to form an S Corporation. But most people who set up an entity for the sole purpose of holding real estate will use an LLC. You should contact a California lawyer and give them more... View More

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3 Answers | Asked in Estate Planning and Probate for California on
Q: Adopted children part of probate. How to get the court to have them prove it!

I am an heir to my fathers probate, no will. I have two blood sisters that are also heirs. My father remarried and the new wife had quite a few kids. There are two other people listed on my fathers probate as “adopted children”. My father never told me he adopted these two people. My question... View More

Julie King
Julie King
answered on Jul 16, 2023

The first thing you may want to try is going to the courthouse in the County where your father and his wife lived, and search the case files on the court’s database to see if there is an adoption case in your step-siblings’ names. Some courts’ records are online and others have an app, so you... View More

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2 Answers | Asked in Business Formation, Business Law, Trademark and Intellectual Property for California on
Q: Can I name my company Smooch if there is a company named Smoochcraft in the same industry?

The names I am using are not real companies but the answers applies to the company I am trying to start. If the business is in the same industry, are our names to similar?

Julie King
Julie King
answered on Jul 11, 2023

There is a big difference between the name of a company and a trademark. The California Secretary of State will allow you to set up a company name that is different from other company names and does not care what industry in which it transacts business. The SOS' main goal is to ensure there... View More

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2 Answers | Asked in Contracts and Gov & Administrative Law for California on
Q: Is a document valid through an expiration date or does it end (expire) on the expiration date?

This is with respect to official government document expiration dates (such as for identification cards), but I would like to know if there is a standard. Would you be able to provide sources substantiating the definition of expiration for legal documents? Thank you.

UPDATE: Notice how I... View More

Julie King
Julie King
answered on Jul 7, 2023

Without telling us what type of document it is and which government agency it involves, there is no way to answer your question. Our governments are not well organized so each government agency follows its own rules in many instances. One expiration date or deadline may allow people to appeal and,... View More

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3 Answers | Asked in Estate Planning for California on
Q: My property is in a Deed of Trust. Can I fund a living trust with the property?

I granted the property to a 3rd party trustee on behalf of the lender.

Julie King
Julie King
answered on Jul 5, 2023

There is a difference between a Deed of Trust and a Trust Deed. A Deed of Trust is a mortgage. You must have taken out a loan on the property. People can put into a Trust (as opposed to a Will) properties with mortgages. If it were otherwise, the overwhelming majority of real estate wouldn’t be... View More

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3 Answers | Asked in Child Support, Divorce and Family Law for California on
Q: How to make my $M as separate property in divorce proceeding?

I earned a million dollars until one year before marriage and that amount has been kept in the same bank account with only annual interest income. I have not touched it for even our living costs. We are in divorce proceedings now, but my wife knows the fact very well, so she has no willingness to... View More

Julie King
Julie King
answered on Jul 4, 2023

If you acquired the money before marriage and never added any community property funds into the account with the separate property, it should still be separate property, but a lawyer cannot say that will definitely be the case without asking you some questions. To be safe, get the bank statement or... View More

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2 Answers | Asked in Contracts and Landlord - Tenant for California on
Q: For a big leasing apartment, could the landlord terminate my lease because they decide to occupy the Premises?

There’s a term on my lease that says: “Landlord may terminate Resident’s tenancy after expiration of any term if Landlord, or Landlord’s spouse, domestic partner, children, grandchildren, parents, or grandparents, unilaterally decides to occupy the Premises.” So can they say that they... View More

Julie King
Julie King
answered on Jul 4, 2023

It’s possible your situation could be retaliation, but a lawyer would need more information to know whether that is the case. You have not given any facts to show you’ve been discriminated against so, if there is discrimination, you would need to prove how you were treated differently than... View More

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2 Answers | Asked in Business Law, Contracts and Landlord - Tenant for California on
Q: Is it legal for a manager to sign for the landlord/owner on a lease if the manager is not a party to the lease?

On my signed residential lease, the entire lease was signed by the manager of the property, and not the landlord/owner, and without a printed name to indicate who . My signatures are accompanied with my printed full first and last names. There’s a term that says: “The Property Manager... is... View More

Julie King
Julie King
answered on Jul 4, 2023

It depends on whether your landlord gave the manager authority to sign on the owner’s behalf. Each case will be different. Research what an agent is and you’ll see this is a common practice. Property managers often sign documents on behalf of owners, so the owners don’t have to deal with the... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: My husband passed without a will or trust. I am not on the loan/title of the home. Is there a way to transfer it to me?
Julie King
Julie King
answered on Jun 29, 2023

Yes, but you will be forced to go through the Probate Court process which, depending on what county you are in, could last between one to four years, I'm sorry to say. That's one reason why estate planning is so important! I always tell people that they need to plan NOT for themselves,... View More

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2 Answers | Asked in Estate Planning for California on
Q: On a stock portfolio, should an individual be named as beneficiary, or the family Trust? What’s better?
Julie King
Julie King
answered on Jun 26, 2023

It depends on whether the stock is in a retirement account or non-retirement account. [They are taxed differently.] If the stock is a retirement (qualified) asset, the title should not be put in the name of the trust, but the trust can be a back up beneficiary in most circumstances. If the stock... View More

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3 Answers | Asked in Estate Planning for California on
Q: My mother has a second mortgage and a line of equity loan and a small life Ins. Policy. What type of trust does she need
Julie King
Julie King
answered on Jun 26, 2023

I'm sorry, but a lawyer would not be able to answer your question without knowing ALL of the person's assets and the value of each asset, the person's goals in estate planning, and more. If she has a home in California, chances are that its value is more than $184,500, which is the... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: My sister and I have inherited a home which she took upon herself to upgrade and she won't allow me to help her

She is also a broker who plans on selling the place which I do agree to but is she legally have to be paid for doing so...she wants to take a 4 percent commission which I think is crazy for a house that she and inherited 50/50

Julie King
Julie King
answered on Jun 15, 2023

It all depends on whether the person who passed away had a Trust, a Will, or did no estate planning. If there is a Trust or Will, whoever is named as the trustee or executor in the document is legally-bound to follow the terms set out in the document. If someone is doing something that is not... View More

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3 Answers | Asked in Stockbroker Fraud and Estate Planning for California on
Q: Can I file a complaint against financial service for not paying death benefits from annuity.

They claim the beneficiaries have been notified but they have not. The agency is in Ohio

Julie King
Julie King
answered on Jun 14, 2023

You can sue anyone for anything, but that doesn't mean the lawsuit will be successful. If you haven't already done so, you should have a lawyer send a demand letter asking the company to cooperate and prove the beneficiaries have been notified. It's possible that the beneficiaries... View More

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3 Answers | Asked in Estate Planning for California on
Q: Does my elderly mother need a will/living trust?

My mother sold her house, which was her only asset (besides her old car), so now her only asset is the money in the bank account. It is a joint account with me, so I have full access. So this won't be considered as part of the estate. So there really is no estate to speak of. Do we need to... View More

Julie King
Julie King
answered on Jun 11, 2023

Let me start by saying Wills do not cost thousands of dollars. If that’s what your mother was quoted, then your mom needs to shop around. Secondly, whether or not a sibling takes part in a parent’s healthcare has nothing to do with who inherits the parent’s assets. Inheritances aren’t... View More

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2 Answers | Asked in Estate Planning and Real Estate Law for California on
Q: If someone passes away and they are the ones on the trust then who own the home now?
Julie King
Julie King
answered on Jun 4, 2023

The trust should say what happens to an asset if the beneficiary (the person who is going to inherit the asset) dies. Often, but not always, the trust will say the gift “lapses”, which means it essentially disappears as if it had not been contained in the trust in the first place. But, each... View More

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3 Answers | Asked in Estate Planning for California on
Q: If both parents pass away and no will was completed, how is the estate handled? This is in California.
Julie King
Julie King
answered on Jun 2, 2023

The answer to your question will depend on a lot of information that is not contained in your question. For example: Did the parents own real estate? If so, was it titled in Joint Tenancy, Community Property, or in some other way? The way real estate is titled can impact how it is transferred... View More

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2 Answers | Asked in Estate Planning for California on
Q: I live in California. 73 years old. married with living wife. Have question about will alternatives???

I live in California. 73 years old. married with living wife. Have question about will alternatives??? Almost all important accounts are co-owned (wife and I). Would like to avoid hassle of Wills etc. Have 2 grown children. Would like to leave estate equity to children (in their forties) when... View More

Julie King
Julie King
answered on Jun 1, 2023

There are several ways you can deal with your assets, but a lawyer would want to know your goals before recommending an option to move forward. For example, if you want to prevent your family from having to go through a 1 - 4 year long court process called Probate and you have assets with a gross... View More

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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: My sister's an I were left some property by our grand father an grand mother in Arkansas, I live in California an didn'

Know ,they live in Arkansas, an recently told me about the property, one of my sisters said she wanted the property an has paid property tax,does that mean she is in control of the property? ,can she try an leave the property to her kids in a will she creates,because she claims the property is... View More

Julie King
Julie King
answered on May 29, 2023

Simply paying property tax on someone else’s property does not transfer ownership of that property. Real estate sales and transfers must be in writing and signed by the people who are giving up their ownership rights. Your grandparents’ trust or wills may say to whom they are leaving their... View More

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