Legal Question in Wills and Trusts in California

My brother died 1/13/2010. He left a living trust with a pour over will stating that any residue found after his death which was not in the trust could be put into his trust by the Successor Trustee/Executor ,which is myself. He had a residence in Rossmoor, Walnut Creek, CA which was in his name, not in the trust name. The whole reason for a trust is to avoid probate. Could I quitclaim or deed this property to his trust just by recording a quit claim deed at the courthouse or must this travel through probate?


Asked on 3/15/10, 10:18 pm

4 Answers from Attorneys

Ken Koenen, LLM Law Office of Ken Koenen

If the property is mentioned in the trust, you should be able to file a special petition with the court asking for a determination of ownership. That would be less expensive than a full probate, If there is no mention of the house in the trust, probate may be required. I have done a number of these.

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Answered on 3/21/10, 7:38 am
Donald Field Donald L. Field, Jr., Attorney at Law

some form of probate will be required. unfortunately, this is a common problem, particularly when a qualified estate planning attorney is not used to prepare the trust and related documents. please contact my offfice if i can be of assistance.

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Answered on 3/21/10, 7:49 am
Kai Wessels Kai H. Wessels

Depending on the county, you may be able to avoid probate by filing a specific trust petition. This trust petition is faster and much cheaper. I do them quite often as this is a common problem. Please feel free to contact me if you have any questions or would like my assistance.

Sincerely,

Kai H Wessels, Esq.

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Answered on 3/21/10, 8:55 am
David Baker Law Offices of David R. Baker

You can�t deed the property into the trust; your alternatives are a motion before the probate court to place the property into the trust or alternatively, probate. The grounds for such a motion typically are that the Settlor intended to place the property into the trust and that there is some written document, independent of the trust, that the Settlor intended to do so. In addition, some trusts have dragnet clauses that may be broad enough to include the missed asset. If you want further information on this, please contact me at 510 724-2020, David R. Baker. I work primarily in Contra Costa County where the Petition or Probate may be brought if the decedent was a resident of that County when he passed away.

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Answered on 3/22/10, 11:02 am


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