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Can I keep my tax refund after filing Chapter 13? When you initially file for Chapter 13, you’ll need to protect your tax refund with an exemption to keep it, or use it for necessary expenses before filing, as discussed above. If you can’t, you’ll pay it to your creditors. If your plan pays less than 100% to creditors, the trustee can keep your tax refund. Assets in a trust may also be able to pass outside of probate, saving time, court fees, and potentially reducing estate taxes as well. I seriously need a brilliant lawyer probate near Del Dios in San Diego, Ca. If I were you, I would look into calling lawyer probate at ‘The Law Firm of Steven F. Bliss’ in San Diego. But, during the duration of the California qualified personal residence trust, you will retain the right to live on or use the property. What are three types of trust? Revocable Trusts.Irrevocable Trusts.Testamentary Trusts. In most cases, beneficiaries can’t go to the court and challenge an executor simply because they disagree with one or more of the executor’s decisions. What assets Cannot be placed in a trust? Real estate. Financial accounts. Retirement accounts. Medical savings accounts. Life insurance. Questionable assets. I am in dire need of an awesome attorney probate near 92075. If I were you, I would look into calling lawyer probate at ‘The Law Firm of Steven F. Bliss’ in San Diego. Who can be a trustee? Every person capable of holding property may be a trustee; but, where the trust involves the exercise of discretion, he cannot execute it unless he is competent to contract. The exemption level is indexed for inflation. The 40% top tax rate remains in place. What are estate duties? Estate duty refers to a tax of 20% that is levied on the estate of a deceased person in accordance with the provision of the Estate Duty Act (the …Act…). Estate duty is levied on the dutiable portion of the deceased estate.

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