Caregiving reimbursement

First, there is no such thing as a "tax free" payment. All income must be reported on the recipient's income tax return. Otherwise, it is a...

I was care giver for mom and dad. At dads death mom went with sister. Sis wants compinsation from family trust .

Unless there was some prior arrangement with your mother or unless you and your sister agree, there is no automatic entitlement for a family member...

Llife insurance

This is a common problem. People discontinue life insurance policies or continue to pay for them, but fail to keep accurate records and the...

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WHO CAN REMOVE A TRUSTEE FROM A TRUST

There are provisions in most trusts that allow a majority of the beneficiaries to remove a trustee "for cause". This must be more than just a...

How is the "True Value" of a home determined when listed as a trust asset?

Beneficiaries cannot be forced to accept assets in lieu of cash, although they certainly can do so. If, however, the beneficiary has already...

I NEED HELP! PLEASE

You will need an attorney to advise you. If you cannot locate one elsewhere, please contact the California Bar Association for assistance. Good...

MY MOTHER PASSED AWAY IN 2004

I believe I've addressed this already, but confer with a trust and estates attorney who can advise you of your rights and assist you in bringing...

Can I ask to see my father's trust?

CA law grants you certain rights if you are a "current income" beneficiary. Please contact a qualified attorney who can advise you how to proceed....

Can the assets of an irrevocable trust be transferred to a newly created estate?

We cannot predict what will happen, but if the trust was established in 1992 and wasn't amended during a period of incapacity or undue influence,...

Living trust fraud Embezzlement by my lawyer my brother sister who are trustees

I agree with Scott. You need an expert in Special Needs law. I recommend you go the NAELA website to locate a qualified attorney in your area.