Yufeng行走在美国@喜马拉雅:访谈硅谷姚律师: 为您节省不止万元的生前信托

Yufeng行走在美国主播简介:CFP认证资产规划师在读,EA美国税务师,工作生活在加州。

 

节目中提到的相关术语:

Probate: 遗产认证或遗产查验

Payable-on-Death: 持有人去世后财产可直接转给继承人

Partnership Interest: 合伙人权益

Shareholder Interest: 股东权益

Durable power of attorney: 常任委托授权书

TODD: Transfer on Death Deed

Refinance: 重新贷款

Certification of Trust: 信托证明文件

Advance Health Care Directive: 医疗(健康)委托授权书

Pour-over will: 注入遗嘱

Probate费用:

California Probate Code § 10810 sets the maximum feesthat attorneys and personal representatives (i.e. executors, administrators,etc.) can charge for a probate.

The fees are four percent of the first $100,000 of the estate, three percent of the next $100,000, two percent of the next $800,000, one percent of the next $9,000,000, and one-half percent of the next $15,000,000.

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