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Questions Answered by Julie King
1 Answer | Asked in Estate Planning for California on
Q: Can I revoke a notorized statement ,to give my mothers house to grandsons ,can I revoke forms ,my name was not on deed .

Made a mistake ,notorizing forms

Julie King
Julie King
answered on May 16, 2023

The answer to your question depends on what the document said. If it was a grant deed, the owner of the property would have to sign another deed to correct any mistake. If the document was a trust or will, you can have the document amended. Again, a lawyer cannot answer your question without... View More

3 Answers | Asked in Contracts, Estate Planning, Real Estate Law and Probate for California on
Q: If family failed to go to probate and I took over the mortgage who's property is it now? I've paid on it the last 5years

The seller does not want to put the papers in my name but she takes my payment every month. And I pay the taxes yearly.

Julie King
Julie King
answered on May 16, 2023

Who owns the real estate does NOT depend on who pays the mortgage. The only way the property can be transferred is through Probate. Here’s why: any person who gives up their interest in real estate MUST sign the deed in front of a notary to show that the person is voluntarily and knowingly... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: if i have a will but someone else is trying to obtain the properties and assets, how do I go about obtaining
Julie King
Julie King
answered on May 12, 2023

I’m not sure what your question is but, I will guess that you own assets and someone is trying to take them from you. If that’s the case, your solution will depend on the type of asset(s) the person is trying to take from you. For example, no one can take your real estate without your signature... View More

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3 Answers | Asked in Estate Planning and Probate for California on
Q: I'm supposed to receive money each month from my father whom is deceased. How can I start receiving my money?

I have not received my money, my sister and mother won't send it to me. They receive their money and keep mine as well.

My sister was in charged of my father's will/trust. It says that im supposed to get money each month. I'm not sure what exactly it says because I... View More

Julie King
Julie King
answered on May 11, 2023

Unfortunately, if your sister and mother won't cooperate, you'll likely need to get a lawyer to send a demand letter that sets out the legal duties of trustees, which include giving you a copy of the trust. If they still will not cooperate, you'll be forced to file a Petition with... View More

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2 Answers | Asked in Estate Planning for California on
Q: What paperwork is needed to add a home in trust/will that he is 1/3 owner? One of the couples left a grand deed for one

Hello, my father is looking for a trust/will. Before he does we need to know what he has to do regarding his home. The home is divided into 1/3 married couples. Since purchased 4 individuals have passed leaving my dad and his bother left. One couple who passes set their son a grant deed to his name... View More

Julie King
Julie King
answered on May 7, 2023

Your father will need to discuss an overall plan to meet his overall goals. But, to answer your question, he would need a grant deed to put his one-fourth share of the real estate into a trust. The deed is just the vehicle to put the real estate into the trust. The trust then acts as the... View More

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2 Answers | Asked in Real Estate Law and International Law for California on
Q: I'm planning to purchase property in Spain. What type of lawyer do I need in order to ensure that the process is kosher?
Julie King
Julie King
answered on May 5, 2023

You'd need a lawyer in Spain who handles real estate transactions, unless a lawyer in the United States works at a law firm with an office in Spain. Best wishes!

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2 Answers | Asked in Real Estate Law and Estate Planning for California on
Q: Should there be a tax reassessment on an income property when transferred from a family trust into a LLC?

Transfer is for liability protection purpose. Husband and wife are trustees/members of the trust and the LLC. Property is located in Long Beach Calif. There is no change in percentage of ownership on the transaction before and after. We are Calif residents and the LLC is also registered in... View More

Julie King
Julie King
answered on May 5, 2023

In addition to the information provided by the other lawyer, be mindful that, if an LLC or corporation owns real estate and the ownership of the company/corporation changes by MORE THAN 50%, the real estate will be reassessed for property tax purposes. You'll need to keep that in mind when... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: Dad remarried after moms passing but they had an AB trust. After he passed, is his widow entitled to half of his half?

My parents had an AB trust. My dad remarried after my mom passed. He never changed the trust to address his new wife although she told me his wishes were that my brothers and I split the assets in the trust evenly between us 3 boys. Now she is coming back and looking for $. I want to be kind and... View More

Julie King
Julie King
answered on May 2, 2023

When a person has a trust and later re-marries but does NOT update his trust, the new spouse (your step-mom) is legally referred to as an "omitted spouse" because she is not included in the trust. Omitted spouses have legal rights to their deceased spouse's assets. Often these... View More

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2 Answers | Asked in Tax Law and Business Law for California on
Q: If I have a s corp in Michigan and doing business in CA as a foreign entity now living in CA should I move my s corp?

Originally lived in MI and moved to CA last year, not sure if there are any benefits to keeping it in MI since its an s-corp

Julie King
Julie King
answered on May 2, 2023

The answer to your question will depend on what industry you are in, where your corporation does business, and other factual information that is not included in your question. But, in general (which may or may not apply to your business), if someone is only doing business in California, it... View More

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2 Answers | Asked in Business Law and Contracts for California on
Q: Can I terminate service contract (CA law) for convenience (no breach), if it doesn't provide me with such a right?

I would like to change service provider prior the expiration of the contract term. The contract doesn't have termination for convenience clause for me. And there is no breach from the other side. I just found better price for the same services. The contract is governed by the laws of... View More

Julie King
Julie King
answered on Apr 28, 2023

It’s hard for a lawyer to advise on a contract without reading it. Unfortunately, it’s a bit like saying, “I’m reading a nonfiction book about X, how will it end?” There might be ways to get out of the contract early, such as if the vendor breached the contract but, without reading your... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for California on
Q: Can I 'give' a Living Trust's assets to a Scholarship Endowment as a Deferred Gift (payable on my death)?

My parents, and two siblings are now deceased. My siblings, each, had three children. Currently I use the Living Trust account for my checking, savings and Traditional IRA. The assets were not distributed after my parents passing. I have a California State University Northridge Scholarship... View More

Julie King
Julie King
answered on Apr 27, 2023

You can do whatever you want with your assets! But it sounds like you are keeping "your" assets in your parents' trust. That is not a good idea for three reasons: (1) Trusts pay higher taxes, so you could save money by having the successor trustee of your parents' trust... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: Moms home in a living trust. We are excecutors/beneficiaries.My brother kills me (he's tried many times)Any advice?

My brother never moved out, never worked. I own my home and am a seasoned real estate broker 41 years. If he kills me, what happens to estate?

Julie King
Julie King
answered on Apr 27, 2023

First of all, you should consider getting a restraining order against your brother and make sure you have cameras and all other security you deem is necessary to keep yourself safe. That's very important! Once you're safe, you need to get a trust. The law in California is that anyone with... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for California on
Q: How do I obtain a copy of my father and grandparents wills? I live in palm desert california.

I have had problems with my uncle and his breach of trustee duties. I have never been given the full amount that my grandparents told me before they died that they would. In fact the amount i believe that he had with held is staggering. How do i go about getting a copy of their will

Julie King
Julie King
answered on Apr 21, 2023

It sounds like your grandparents had assets that were valued at more than $184,500 (although that is a guess.) If that is the case, your uncle should have filed an action with the Probate Court in the county where your grandparents lived. (More accurately, the county in which the last grandparent... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: How do I cash an unendorsed check for someone that is deceased? Can I deposit it into his bank?

He does not have a will but has assets under $100k (so we will be using an affidavit of small estate)

Julie King
Julie King
answered on Apr 14, 2023

The person named as the Executor in the Will can open a bank account in the name of the estate. Most likely, the bank will require the Executor to go back to the person or company that issued the check and make a new check payable to the estate of that person. Then, the executor can deposit the... View More

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3 Answers | Asked in Estate Planning for California on
Q: Who can be named successor on affidavit of small estate in California? Does each family member need to be listed?

Decedent has four surviving family members -- two parents and two siblings. No spouse. Do all four need to be listed or can just one be listed?

Julie King
Julie King
answered on Apr 14, 2023

If there is a Will, then that document will control who has the authority to handle the deceased person's finances. Just because someone is related to the deceased person does not automatically give them legal authority to access or spend the deceased person's money. Banks are very... View More

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2 Answers | Asked in Estate Planning, Family Law and Probate for California on
Q: How do I go about getting medical records of a deceased loved one? I am an heir to this person.
Julie King
Julie King
answered on Apr 13, 2023

There are VERY STRICT privacy rules surrounding people's medical information and, unless your loved one signed a waiver of their right to privacy (also known as a HIPAA Waiver) that specifically includes your name as someone your loved one wanted to be able to access the medical records, there... View More

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3 Answers | Asked in Estate Planning, Civil Litigation, Elder Law and Probate for California on
Q: My neighbor of 10years knew my financial struggles and problem with code enforcement and offered me 100,000 to buy my

House and I agreed, then I got sick almost died, came home highly medicated and she said I had to sign a paper making her my beneficiary in case I died for my kids future but instead it made her executer of my estate and is one court date away from taking my house. I paid 10,000 for a lawyer but... View More

Julie King
Julie King
answered on Apr 13, 2023

DO NOT MISS the court appearance no matter what you do. If you do not appear at the hearing, you will automatically lose by default, which will create more problems for you to overcome. If your signature was not notarized (meaning a notary actually watched you sign the document) then it likely... View More

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2 Answers | Asked in Estate Planning for California on
Q: I want to know if the way my trust and deed are named/titled correctly.

In the early 2000’s my wife and I had a lawyer make a revocable living trust. The cover page named it “Trust agreement of John A. Doe and Jane A. Doe” however inside the trust it was named “The Doe Family Trust”. Different from both of those, our Property Title deed ended up showing the... View More

Julie King
Julie King
answered on Apr 6, 2023

Yes, it’s a problem. Technically, those are three completely different trusts. So, the house is in a different “trust” than the actual trust. There are ways to fix that problem including amending the deed and/or trust to state the proper name of the trust.

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2 Answers | Asked in Estate Planning and Probate for California on
Q: I have a question about what I can do at this point about my grandmothers estate and what are my options.

My grandmother passed in Feb 2022. She left my sister to be the trustee. She has been irresponsible with the accounts. She also took my grandmother into the estate lawyers office on 2017 when the will was changed. This is the same time gma had signs of dementia. There is no documentation from... View More

Julie King
Julie King
answered on Apr 2, 2023

It sounds like your sister is breaching her duties as trustee and is likely unfit to serve as trustee if she is on drugs, as you said. Trustees are legally required to follow the terms of the trust EVEN IF the trustee believes the person who passed wanted something different. Your sister definitely... View More

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2 Answers | Asked in Estate Planning for California on
Q: can i leave house in a trust and make my own will? or do I need to take house out of trust and redo my own

mother left me as executor of her will and trust. Home remains in trust. I would like to make a will so as my daughters know how I would like them to settle the home

Julie King
Julie King
answered on Mar 31, 2023

Your question isn't entirely clear, so I'll give it a shot and hope it helps. When a parent does estate planning, the parent is dealing with the parent's own assets. In your case, your mother put her own assets (including her home) into her trust. It seems you want to keep your... View More

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