Archived
What is the best way to do this and once he name is off can I move these into my own trust? Does prop 13 become an issue?
James's answer
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Answered on February 19, 2016
Yes. Brother may be removed from ownership.
Yes. Proposition 13 and income tax are potentially important issues, depending on information not...
Archived
How can I make sure that, if something happen to me, that my partner doesn't inherit and give it her son but only my daughter ?
James's answer
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Answered on February 19, 2016
NY does not recognize common law marriage.
However, there are numerous other legal principles by which your "wife" may acquire interest in the...
Archived
Transferring my home to my children through a life estate. Will I be able to do this even though I have a mortgage?
James's answer
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Answered on February 19, 2016
Yes. You may transfer property to children if property currently encumbered by mortgage.
Not clear if you are transferring life estate or...
Archived
Can I transfer my home to my grandson who is 8 years old through a life estate?
James's answer
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Answered on February 19, 2016
Not clear if you are transferring life estate to GS or retaining life estate for yourself.
You may do either. However, minor may not own real...
Archived
Can PA. Estate Recovery claim the money in that checking account ($7700.00)? Thanks.
James's answer
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Answered on February 19, 2016
Maybe. If money part of mother's probate estate, it is subject to recovery.
If money in joint account with right of survivorship, it became...
Archived
Is my will drawn up by a North Carolina attorney that I signed good in Colorado where I now reside?
James's answer
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Answered on February 19, 2016
Maybe.
If will valid under either jurisdiction it was drafted in (North Carolina) or Colorado, it is valid in Colorado.
Archived
How can we prevent her from this activity
James's answer
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Answered on February 19, 2016
If father has capacity and ability to resist undue influence from sister, he may place her on his bank accounts and give her money.
If father...
Archived
For reimbursement for administrators expense. Is it requires to submit a statement of claim to courts?
James's answer
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Answered on February 19, 2016
Yes. You may petition for reimbursement for expenses.
Obtaining consents to reimbursement from all beneficiaries or heirs in advance will be...
Archived
Medi-Cal (California Medicaid) eligibility for new legal immigrants (Green card)
James's answer
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Answered on February 19, 2016
Yes. Lawful permanent resident (green card holder) eligible for Medi-Cal regardless of date of entry. Must meet all other eligibility...
Archived
What are my rights as being three quarter owner Of the house? Can I lock her out?
James's answer
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Answered on February 19, 2016
No. Based on information provided, you and adopted sister will each have undivided interest in property.
Each of you have right to occupy. You...