My Aunt is on SSI disability & broke. Will be getting life insurance proceeds. Is there a way she can ensure her benefits aren't
Laura's answer
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Answered on April 24, 2018
Yes, she needs to seek the counsel of an elder law/special needs planning attorney prior to the distribution. There are several different options...
Archived
HOW DO I FILE A COMPLAINT AGAINST THE ADMINISTRATOR OF PROBATE AND HER ATTORNEY?
Laura's answer
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Answered on April 17, 2018
First of all, it is not uncommon for you not to have received an accounting on this yet. You may have to wait a little longer. But, it is not a...
Archived
Can I have power of attorney on my wife, if she has powere of attorney on me?
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Laura's answer
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Answered on April 12, 2018
You and your wife can both be named as the other's agent under your health care power of attorney documents.
Archived
Ssi receipient wants to protect future lumpsum benefits with a special needs trust.
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Laura's answer
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Answered on February 15, 2018
Contact an attorney who is familiar with Special Needs Trusts to get this done. You can find one on AVVO here. You can protect assets with a...
Archived
Do we have to reimburse medi-cal/medicare if my father dies.
Laura's answer
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Answered on February 15, 2018
Medi-Cal has a payback requirement if you receive Medi-Cal after the age of 55. However, Medi-Cal is limited to the types of assets they can...
Archived
Can an executor of a living trust use the assets of said estate for personal gain?
Laura's answer
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Answered on January 31, 2018
Typically, the Successor Trustee of a Trust, would not have authority to do anything other than manage the estate property for the benefit of the...
Archived
How do I go about suing an appointed lawyer for not having my (and my family) in her best interest? And also a realtor.
Laura's answer
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Answered on January 31, 2018
I'm sorry about your situation. First of all, find the lesson! Always trust your gut. When you feel you are being pressured, you probably are. ...
Archived
Will I be liable for my friends back property tax of 6000.00 if she makes me power of attorney??
Laura's answer
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Answered on January 31, 2018
There are some unanswered questions. Acting as an agent under a Power of Attorney does not make one liable for the principal's debts. However, it...
How to get Executor to help me as my Mom made her my Trustee and I need a new refrigerator?
Laura's answer
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Answered on January 25, 2018
It sounds like your mom did the right thing in order to allow you to remain on the public benefits you are on. Unfortunately, a Supplemental Needs...
Archived
How can my wife get a house under her name?
Laura's answer
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Answered on January 23, 2018
It depends how the house was owned. If your mother-in-law was the outright owner of the house, then your wife will have to open up a probate. ...
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