I agree with the above - a special needs trust may be your best option to keep the money. Check out the "Find a lawyer" tab above to find a local...

If you moved to a new state, you should go to an Elder Law/Estate Planning attorney in your new state and have them review your documents. Power of...

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The creator of a Power of Attorney, the principal, gets to decide who is their agent. The principal can ask anyone to leave the room and change...

Most likely, yes: if you are the POA for your mother, you can write a check to her beneficiaries while she is alive, especially since she has...

You should start by finding the original Trust document that you had drafted 15 years ago. If you can't find the trust, you may be able to draft a...

First, I need more details on the situation... who is serving as the Trustee now? You mention the "main Trustee" but it's not clear to me from this...

A power of attorney agent has a duty to act in the best interest of the principal, or creator of, that power of attorney document. So, your stepson...

A person must have capacity to create and sign a new POA. As an alternative to a POA, one can file a petition with the courts for guardianship or...

You should consult an estate planning attorney. These documents and the concepts therein are highly technical. The documents have a number of...

There are some additional details needed. Has he been added as an owner on these accounts? Is he signing as your mother when he makes these...