Valuing a Decedent’s Stocks and Bonds in California Can Be Tricky
Putting the right value on each one of the different stocks and bonds in a decedent’s portfolio can be hard work, says California probate lawyer Scott Grossman.
Transferring Securities Requires Many Documents
San Diego probate administration attorney Scott Grossman clarifies which documents are required to transfer securities. Call us for a free consultation.
You Cannot Always Tell For Certain Who the Owner Is
To establish clearly what the decedent owned in community or separately, serious investigative work is sometimes necessary, says your California probate lawyer.
California Probate: How Do You Notify Creditors?
San Diego probate and trust administration lawyer Scott Grossman explains how to notify creditors under the California probate code and handle their claims.
Estate tax uncertainty complicates trust administration
Congress’ failure to enact estate tax legislation will complicate trust administration