Mom's LivingTrust is based on percentages: 70% to the children, 25% to the grandchildren: and 5% to significant others.

Under California, exemptions apply to the family relative (children or orphaned grandchildren) and assessment applies to non-relatives.

What are my rights regarding dss removing my mother from her home

You should retain counsel and file for Guardianship / Conservatorship. See Avvo.com click on 'Find-A-Lawyer'. Good Luck helping your Mom.

Is an annuity that has a single beneficiary excluded from assets which are to be split by 2?

Henry is correct. This is a contract that must be honored by the annuity company. The Will does not affect it since the contractual designation of...

So long as the documents were executed within the parameters of the new state's formality requirements, you should be fine. I concur about the...

Seperation vs divorce

Make it a Legal Separation if not ready for Divorce. That has legal effect. Future inheritance is usually Separate Property (unless deposited into...

My brother got my mother to withdraw $50,000 from my parents joint account and give it to his friend.

Amanda is right. This is a 'textbook example' of Elder Financial Abuse done behind your Dad's back and abusing your Mom. Time to file for a...

If a Trust has not been settled can the beneficiaries draw money from the trust fund? The trustee said that we could draw money

First the Trust document and not the opinions of the trustee or beneficiaries is what counts. Second, the Trustee needs to render a proper...

How long are court ordered trusts held legally? Should I acquire an attorney or be patient with the process?

Several important facts are MISSING here. Take your documentation with you and sit down with an Estate Planning attorney to review them and counsel...

I have set up a revocable trust; is it possible for me to amend one page without going through an attorney to the tune of $250?

Vance is correct. I've seen do-it-yourself legal work that totally upended what could have been an effective plan if done properly in the first...

My husband and I are 36 yr old. We have 2 kids under 5 yr old. Do we need a trust, will, power of attorney, adv med directive...

That kind of talk comes from someone who WANTS you Estate to go through Probate. You're thinking correctly - You DO need a Living Trust Estate...