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Deanny Lungu
Legal Knowledge
5.0/5.0
Legal Analysis
5.0/5.0
Communication Skills
5.0/5.0
Ethics and Professionalism
5.0/5.0
Bria Kay Didszun
April 13, 2020
Rating:
10
Deanny has a long history of obtaining the best results for her clients, whether it's in business transactions or in estate planning. I have referred several clients to her and they have all had successful and satisfactory results.
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Claimed Lawyer ProfileOffers Video ConferencingQ&A
Practice Area
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Video Conferencing
- Zoom
Jurisdictions Admitted to Practice
- California
- ID Number: 201837
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Education
- Univ of California at Los Angeles
- Undergraduate Degree
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- Southwestern Univ School of Law
- Law Degree
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- Southwestern University School of Law
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Professional Associations
- WealthCounsel
- member
- Current
- Activities: Proud to be a member of this national organization of trusts and estates attorneys and other legal, tax, and business professionals who design sophisticated planning techniques for individuals and families
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- California State Bar # 201837
- Member
- - Current
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Legal Answers
3 Questions Answered
- Q. I am writing my own will using the language & style of my old will drafted by an attorney.
- A: You would have to check your state statutes requirements for a valid will. I am not licensed in your state, hopefully, a WA-based attorney can provide some insight. Good luck.
- Q. Quick question. Would a Letter of Agreement change the Trustee of my trust to someone I name in the follow way?
- A: Yes, you can make that change. Please take a look at the language in your trust agreement, there are usually provisions that speak to how a current acting trustee can resign and what they need to do to appoint a new successor trustee. If the trust agreement is silent, a sound course of action would be as you suggested, to have both parties (current and to-be-appointed trustee) sign an agreement.to that effect.
- Q. For listing assets in a trust, how specific does it have to be? Can I list "Chase Bank account"? Whole account number?
- A: I generally recommend the account be in the trust name. Listing the acount number, name of the institution, be as specific as possible, and include that on an asset spreadsheet or on a schedule so that your family members can more easily locate the account if something happens to you.
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