First of all, you never HAVE to provide your social security number to the trustee. The CPA will need your social for K1 purposes. If the trust...

Can the trustees of an estate prevent me from living in the home if the trust states that I can?

Trust documents would have to be reviewed in order to answer this question with certainty. A trustee must adhere to the terms of the trust. ...

Trusts and Wills

In regard to some assets- If you are aware of where the grandmother's bank/investment accounts were held; your son may notify them- they MAY put a...

Is it necessary to redraw my will?

If you still desire this person to serve as the executor he may. Just because the attorney no longer is in business does not mean he cannot be an...

Is RE transferred to a family trust re-appraised? What about when it is later transferred to the Trustor's children?

Real Estate transfered to a revocable family trust simply to fund the trust will fall into an exclusionary category for reassement. After the...

How do I clear up title to CA Real Property?

A POA "dies" with the person dies… the doc is no longer in effect. A POA is an agency document meaning that someone is giving someone else the...

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Revoking power of attorney

Mom may create another POA which will supersede the previous document. She may also go one step furhter and revoke the current POA. Both of...

Durable Power of Attorney for Healthcare-Multiple Agents-How are Decisions Made?

If your mother is not deemed incapacitated you may consider aksing your mother if she would execute a new health care directive. In regard to...

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I have DPOA for a person , if the person has to go into a rest home can I transfer the property to my name and continue payments

I would be happy to help you in this situation. If someone had dementia - THEY CANNOT SIGN A LEGAL DOCUMENT… it would be at this point you would...

Deed of Trust Issue: My loan servicer said there is something wrong with the deed of trust that I signed, so they want to

I agree with my colleagues - you are obvioulsy uneasy about this request - as you should be… DO NOT SIGN ANYTHING PROVIDED TO YOU BY THE LOAN...