Hi - Transferring a home to a Trustee / Taxes

My condolences on the loss of your Mom. If the home is already inside the Living Trust - that's good and it will be easy for the Successor Trustee...

Life estate

Attorney Elder is right. The best thing to do NOW is to sit down with an Estate attorney to discuss this whole case. Take whatever documentation...

Medical Assistance spend down question.

Yes - if the headstone is PART of the Funeral Trust / Burial Plan. Negotiate that with the provider. Good Luck..

Can Canadian investment assets be protected from probate in a living trust that is registered in California for a dual citizen?

Mr. Weinstein is correct. To be an executor / trustee of a U.S. Trust, administration will need to be done by a person physically located within...

The residuary is that which is 'remaining' after expenses are deducted.

What are the steps / process necessary to have a deed established in the name of a living child.

Step 1: Call a Probate Attorney to handle the Probate of her parents' Estate. Step 2: pay the past due property taxes. Once the Probate is...

Can I talk to my BF's attorney about matters he is consulting the attorney for if he gives me power of attorney ?

So long as the Client (your BF) is okay with it and gives direction to his Attorneys to deal with you after the Power of Attorney is signed, it...

I'm Executor of my parent estate & have a sibling that's been uncooperative. Can I deduct the legal fees from her inheritance?

Attorneys fees in dealing with Trust issues are typically deductible as against the Trust Estate. Sit down with your attorney and discuss - as any...

Best way to gift cash assets to infant grandchildren for future college.., but without hurting their ability to get student aid?

I recommend an irrevocable Trust in which each of your infant grandchildren are the beneficiaries and each has a separate sub-trust ('bucket')...

Elder abuse...attorney depleting fianances and will not let parapalegic go home to be with his 85 yr. wife with aides home

Take a moment right now. Go to the top of this page. Click on 'Find-A-Lawyer'. Enter "Elder Law" and the city & state. You'll want to sit down...