Archives

2023-11-10: Updated: 2023-11-10 14:57:19 TRUSTS-DUTY TO ACCOUNT TO BENEFICIARIES

by David Crockett

2022-07-14: Updated: 2022-07-14 15:17:09 Trusts-Accounting-Personal Property Procedures

by David Crockett

2020-12-22: Updated: 2020-12-22 10:04:57 THREE TAXES IN TRUSTS AND ESTATES

by David Crockett

2020-11-21: Updated: 2020-11-21 10:07:54 YOU WILL NEED TO FUND YOUR LIVING TRUST

by David Crockett

2020-10-09: Updated: 2020-11-06 14:24:21 THE ESTATE PLANNING PROCESS WITH YOUR LAWYER

by David Crockett

2020-10-09: Updated: 2020-11-06 14:23:15 TAX RETURNS TO FILE FOR REVOCABLE (LIVING) TRUSTS

by David Crockett

2020-10-09: Updated: 2020-11-06 14:25:42 FREQUENTLY ASKED QUESTIONS REGARDING ESTATE PLANNING

by David Crockett

2020-08-24: Updated: 2020-08-24 16:51:55 OVERVIEW OF ESTATE PLANNING By: David L. Crockett, Attorney, CPA UCLA Law School , J.D. ’69, UC Berkeley. B.S. ’66

by David Crockett

2020-08-24: Updated: 2020-08-24 09:10:01 16 PITFALLS IN TRUST ADMINISTRATION

by David Crockett

2020-08-13: Updated: 2020-08-13 15:56:04 COMPARISON OF WILLS & TRUSTS

by David Crockett

2020-06-23: Updated: 2020-06-23 07:29:35 TRUSTS-HOW TO PREPARE A FORMAL NON-COURT ACCOUNTING

by David Crockett

2020-05-25: Updated: 2020-06-05 12:05:02 NAMING YOUR TRUST

by David Crockett

2020-05-16: Updated: 2020-05-16 08:33:15 PROFESSIONAL FIDUCIARY AS TRUSTEE

by David Crockett

2020-05-09: Updated: 2020-05-09 09:29:00 Trust Positions Descriptions

by David Crockett

2020-05-01: Updated: 2020-05-01 15:56:28 How to Transfer Bank Accounts into Your Living Trust

by David Crockett

2020-04-24: Updated: 2020-04-22 12:08:30 HOW TO ACCESS CASH ON DEATH (CASH AVAILABILITY PLANNING)

by David Crockett

2020-04-14: Updated: 2020-04-14 12:25:37 Second Spouse Trust Planning

by David Crockett

2020-04-09: Updated: 2020-04-10 13:07:38 CORONAVIRUS PANDEMIC ESTATE PLANNING

by David Crockett

2020-04-03: Updated: 2021-02-22 15:04:27 Protected: Trusts-duty to account to beneficiaries & types of accounting

by David Crockett

2020-04-03: Updated: 2020-04-03 14:15:27 Trust accounting lawsuit/petition procedures

by David Crockett

2018-04-09: Updated: 2018-04-23 14:36:31 INCOME TAX APPRAISALS TO ESTABLISH INCOME TAX BASIS ON DEATH OF PROPERTY OWNER-TRUSTOR

by David Crockett

2018-04-09: Updated: 2018-04-09 16:55:36 INCOME TAX RETURNS TO FILE IN TYPICAL ESTATE OR TRUST SITUATION

by David Crockett

2018-04-09: Updated: 2020-04-01 06:08:20 Trust Distributions (when do I get my money?)

by David Crockett

2017-11-17: Updated: 2018-04-09 16:56:57 Personal Property and Jewelry Division Can Cause Irreconcilable Problems in an Estate

by David Crockett

2014-12-31: Updated: 2020-03-31 16:06:08 Estate Planning Where Lack of Mental Capacity

by David Crockett

2014-12-29: Updated: 2020-04-03 11:56:36 Guardianships For Children

by David Crockett

2014-12-22: Updated: 2020-04-22 11:47:36 Probate Counting of Pre-Death Transfers

by David Crockett

2014-12-19: Updated: 2020-04-02 14:47:41 Probate Asset Inventory & Collecting

by David Crockett

2014-12-17: Updated: 2020-03-31 16:05:42 Probate Debts & Taxes

by David Crockett

2014-12-15: Updated: 2020-04-02 14:42:02 Real Estate Sales Legal Overview

by David Crockett

2014-12-12: Updated: 2020-03-31 16:04:37 Deeds to Real Estate

by David Crockett

2014-12-10: Updated: 2017-04-06 12:09:08 Probate Conservatorships

by David Crockett

2014-12-08: Updated: 2018-04-09 16:58:58 Does Everybody Have to Know About the Trust?

by David Crockett

2014-12-05: Updated: 2020-03-31 16:04:30 Quiet Title Disputes

by David Crockett

2014-12-03: Updated: 2020-03-31 16:04:23 Trust – Creditor Rights & Claims

by David Crockett

2014-12-01: Updated: 2020-04-08 10:53:09 Don’t Give Away the House Too Soon

by David Crockett

2014-11-14: Updated: 2020-04-03 12:00:09 Trustee Fees

by David Crockett

2014-11-12: Updated: 2020-03-31 16:03:01 Estate Planning – Successor Trustees

by David Crockett

2014-11-10: Updated: 2020-03-31 16:02:55 Estate Planning – Who Are My Children?

by David Crockett

2014-11-05: Updated: 2020-03-31 16:02:48 Mental Capacity to Make a Trust

by David Crockett

2014-11-03: Updated: 2020-03-31 16:02:43 Mental Capacity to Make a Will

by David Crockett

2014-10-31: Updated: 2020-04-03 11:58:13 Probate Court Litigation

by David Crockett

2014-10-29: Updated: 2020-04-03 12:01:46 Is My Inheritance Taxable

by David Crockett

2014-10-27: Updated: 2020-03-31 16:01:33 Inheritance Rights For Children

by David Crockett

2014-10-24: Updated: 2020-03-31 16:01:26 Probate – Inheritance with Simultaneous Deaths

by David Crockett

2014-10-22: Updated: 2020-04-15 06:37:15 Six Real Life Trust Litigation Cases. CASE #6

by David Crockett

2014-10-22: Updated: 2020-04-15 06:37:39 Six Real Life Trust Litigation Cases. CASE #5

by David Crockett

2014-10-22: Updated: 2020-04-15 06:37:50 Six Real Life Trust Litigation Cases. CASE #4

by David Crockett

2014-10-22: Updated: 2020-04-15 06:38:03 Six Real Life Trust Litigation Cases. CASE #3

by David Crockett

2014-10-22: Updated: 2020-04-15 06:39:00 Six Real Life Trust Litigation Cases. CASE #2

by David Crockett

2014-10-22: Updated: 2020-04-15 06:39:20 Six Real Life Trust Litigation Cases. CASE #1

by David Crockett

2014-10-22: Updated: 2020-04-15 07:13:57 Six Real Life Trust Litigation Cases

by David Crockett

2014-10-20: Updated: 2020-04-03 12:03:34 Getting Money Out of a Trust

by David Crockett

2014-10-17: Updated: 2020-04-03 12:05:36 Wills – Presumption of Fraud or Undue Influence Where Beneficiary is a Fiduciary or Care Giver

by David Crockett

2014-10-15: Updated: 2020-04-03 12:06:38 Wills – No Contest Clauses

by David Crockett

2014-10-13: Updated: 2017-04-06 12:04:47 Spendthrift Trust

by David Crockett

2014-10-10: Updated: 2017-04-06 12:04:37 Sale of Residence Gain Exclusion

by David Crockett

2014-10-08: Updated: 2017-04-06 12:04:26 Taxation of Family Limited Partnerships

by David Crockett

2014-10-07: Updated: 2017-04-06 12:04:59 Family Limited Partnerships FLP’S for Asset Protection

by David Crockett

2014-10-06: Updated: 2020-04-03 12:45:40 Taxation of Irrevocable Trusts

by David Crockett

2014-10-01: Updated: 2020-04-03 12:46:21 Living Trust Taxation

by David Crockett

2014-09-29: Updated: 2020-04-01 07:05:14 Trust Administration Basics

by David Crockett

2014-09-25: Updated: 2020-03-31 16:00:01 Control of Family Business and Conflict of Interest Dispute Story

by David Crockett

2014-09-21: Updated: 2020-03-31 16:00:08 Outdated Estate Plan Review, Trust Review

by David Crockett

2014-09-20: Updated: 2017-04-06 12:03:05 Qualified Personal Residence Trust

by David Crockett

2014-09-19: Updated: 2020-04-03 12:47:40 Qualified Domestic Trust

by David Crockett

2014-09-18: Updated: 2020-04-03 12:48:17 Grantor Trust – Intentionally Defective Grantor Trusts

by David Crockett

2014-09-17: Updated: 2020-04-03 12:48:56 Generation Skipping Trust

by David Crockett

2014-09-16: Updated: 2020-04-03 12:49:32 Charitable Remainder Trust

by David Crockett

2014-09-15: Updated: 2020-04-03 12:51:52 Federal Estate Taxes & Gift Taxes

by David Crockett

2014-09-15: Updated: 2020-04-03 12:50:54 Allowing Some Children to Live in Mom’s House Messes Up Other Kids Inheritance

by David Crockett

2014-09-13: Updated: 2020-05-01 17:02:49 Income Tax Basis Increase on Death of an Owner

by David Crockett

2014-09-12: Updated: 2020-04-08 10:39:16 Reassess Property Tax on Death of an Owner

by David Crockett

2014-09-11: Updated: 2020-04-03 12:53:43 Irrevocable Life Insurance Trusts for Asset Protection

by David Crockett

2014-09-09: Updated: 2017-04-06 12:00:12 Law Against Fraudulent Conveyances

by David Crockett

2014-09-07: Updated: 2020-04-01 06:26:32 Asset Protection – Stage 2

by David Crockett

2014-09-05: Updated: 2020-03-31 15:58:08 Asset Protection – Stage 1

by David Crockett

2014-09-05: Updated: 2020-04-03 12:55:39 Doctor Ran Off with His Nurse

by David Crockett

2014-09-02: Updated: 2020-04-03 12:57:04 Wills – What if Your Spouse is Omitted ?

by David Crockett

2014-08-28: Updated: 2020-04-03 12:58:06 Wills – Omitted Children Anxiety

by David Crockett

2014-08-25: Updated: 2020-04-03 12:59:20 Estate Planning Dangers in Deeding Property

by David Crockett

2014-08-20: Updated: 2020-04-03 13:01:04 New Wife Convinced Husband to Leave Estate to Her Which Cut Out His Children

by David Crockett

2014-08-10: Updated: 2020-04-03 13:02:39 Messy Litigation Story

by David Crockett

2014-08-06: Updated: 2020-04-03 13:03:50 Life Insurance Trusts

by David Crockett

2014-08-05: Updated: 2017-04-06 11:56:42 Trusts – Determine Tax & Probate Fees to be Saved

by David Crockett

2014-08-05: Updated: 2020-04-03 13:04:54 Trusts Used to Control Assets

by David Crockett

2014-08-05: Updated: 2020-04-03 13:05:44 Trusts for Special Needs of Disabled Persons

by David Crockett

2014-08-04: Updated: 2020-08-13 17:39:00 TRUSTS-BASIC INFORMATION

by David Crockett

2014-08-03: Updated: 2020-04-03 13:07:05 Probate – Joint Tenancy an Alternative to Probate

by David Crockett

2014-08-02: Updated: 2017-04-06 11:55:54 Probate Exemption For Small Estates < $150,000

by David Crockett

2014-08-01: Updated: 2020-04-03 13:07:52 Probate Administration Basics

by David Crockett

2014-07-31: Updated: 2020-04-03 13:08:29 Probate Mandatory Fees are High

by David Crockett

2014-07-30: Updated: 2020-03-31 15:55:18 Revocable Living Trusts – For Single Persons

by David Crockett

2014-07-29: Updated: 2020-04-03 13:09:14 Estate Planning Documents

by David Crockett

2014-07-28: Updated: 2020-03-31 10:42:20 Revocable Living Trusts – For Married Persons

by David Crockett

2014-07-27: Updated: 2020-04-03 13:10:11 Estate Planning

by David Crockett

2014-07-26: Updated: 2020-04-03 13:11:21 Lost Will Disaster

by David Crockett

2014-07-25: Updated: 2020-04-03 13:12:06 Passing Without Any Will

by David Crockett

2014-07-24: Updated: 2020-04-03 13:12:43 Will Terminology

by David Crockett

2014-07-23: Updated: 2020-04-03 13:14:09 How to Make a Will

by David Crockett