Yucaipa, CA asked in Estate Planning for California

Q: I had a Family Trust done by an attorney in 2013. He is no longer in business. How do I find out if it is a legal Trust?

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2 Lawyer Answers
Gerald Barry Dorfman
Gerald Barry Dorfman
Answered
  • Mill Valley, CA
  • Licensed in California

A: Just have an attorney review it. That will not cost anywhere near as much as having one set up from scratch. It's a good idea to periodically review your estate plan anyway.

Zaher Fallahi and Kenneth V Zichi agree with this answer

Zaher Fallahi
Zaher Fallahi
Answered
  • Estate Planning Lawyer
  • Los Angeles, CA
  • Licensed in California

A: Have a local Estate Planning lawyer review it for you. The information presented herein is for general purposes only. It is not intended to, and may not be construed as legal, tax or accounting advice. Neither is it intended for solicitation purposes. For specific advice, please consult an appropriate attorney in person. Good luck. Zaher Fallahi, Estate Planning and Tax Attorney, CPA.

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