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    Write AB split memo to fund the Bypass

    What is the name of your state? CA Does anyone have a basic form I can use as a memorandum to fund the Bypass of my parents' AB trust? I have all documentation of community property value on date of death. I just need to put it into words. I was told that since the estate is not complicated -...
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    How to protect parent from agressive children

    Thanks - can you direct me to the Calif code that ref this? Or - the website so I can search for add'l info?
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    How to protect parent from agressive children

    "What did she say when you told her she could review everything at the attorney's office? As a beneficiary of the trust, she has a right to an accounting of the trust only." She won't go. She just wants copies of everything. "A right to an accounting of the trust"...? Would a meeting w/the...
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    How to protect parent from agressive children

    What is the name of your state?What is the name of your state?What is the name of your state?What is the name of your state? California I never thought this would happen but here it is: Father's trust is set - 2 children - each get 50%. I have POA & serve as executor & first trustee. I do all of...

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