By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com THREE TAXES WHICH MUST BE…
David L. Crockett, Attorney, CPA, UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Your trust must be funded to avoid probate. Your estate will not avoid probate court unless and until your…
By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com WHAT YOU SHOULD EXPECT WHEN ALL IS SAID AND DONE? You should end up with (a) custom prepared, understandable, and…
By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com INTRODUCTION – Below are some of the questions which frequently are asked by people when they are considering an estate…
Reasons for Estate Planning People engage in estate planning to establish a comprehensive plan to cover what happens to their money and property in the event of disability or death or divorce. Each estate plan is custom tailored to your personal situation. A typical estate plan will: 1. be changeable…
By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com Introduction. Both wills and trusts are involved in almost every estate plan. They each have their own uses and characteristics.…
By: David L. Crockett, Attorney, CPA UCLA Law School ’69, UC Berkeley ’66 Newport Beach, Ca 949-851-1771 www.trustandprobatelawyerst.com david@clcnewport.com HOW TO SELECT A NAME FOR YOUR TRUST Creation of trusts. Laws stating the requirements for forming a trust are stated at California Probate Code §§15200 through 15312. A trust is…
PROFESSIONAL FIDUCIARY AS THE TRUSTEE OF A TRUST By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com THREE (3) TRUSTEE CHOICES IN ESTATE PLANNING. When establishing a trust…
ESTATE PLANNING TRUSTS POSITIONS DESCRIPTIONS By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com BASIC NOMENCLATURE. Trust and Probate lawyers and the 1,100 page California Probate Code use…
HOW TO TRANSFER BANK ACCOUNTS INTO YOUR LIVING TRUST By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley ’66 901 Dove St., Ste 120, Newport Beach, CA 92660 Phone: 949-851-1771 Email: David@CLCNewport.com Website: TrustandProbateLawyers.com CONCEPT-TRUST IS LEGALLY RECOGNIZED UNDER STATE LAW. Your liv-ing trust is…