Archived
What happens to the trust and the assets that are designated to the beneficiaries? What are the trustee's responsibilities?
James's answer
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Answered on December 19, 2015
Successor trustee responsible for marshalling assets and distributing according to terms of trust.
Information provided suggests there are no...
Archived
My moms mom passed , my mom has been passed since 2006. am i entitled to my moms portion of inheirentnce
James's answer
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Answered on December 19, 2015
Distribution of GM estate depends on whether will is located and probated.
If there is no will, your GM estate will be distributed under laws of...
Archived
Is it proper for a hospital/dr. to make decision when I have medical POA for my mother, and she is unable to make decisions. ?
James's answer
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Answered on December 19, 2015
Maybe/not. If you have valid POA and it was presented to hospital, the hospital should consult with you and honor your directions. In emergency...
Archived
See above
James's answer
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Answered on December 19, 2015
Yes. Settlement remains an option. Parties can always settle a debt. This includes after judgment.
Archived
Is this legal? Is this favoritism? What can be done to protect the other co trustees?
James's answer
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Answered on December 19, 2015
Maybe/not favoritism. Some observations:
-any and all trustees are required to act in best interest of all beneficiaries;
-trustees are bound by...
Archived
Would this be considered a disability by the ADA due to my impaired ability to communicate with others?
James's answer
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Answered on December 19, 2015
Maybe. Diseases you describe may be basis for both SSDI and ADA disability. More information needed to determine eligibility for each.
Review...
Archived
When is my time limit to mail notice of hearing? Before 120 days or 15 days before court? Can't find it in the local rules.
James's answer
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Answered on December 19, 2015
Deadline is 15 days. File safe harbor petition to protect self.
Archived
How does a trust work and can the bank stop "taking care" of things out of the blue?
James's answer
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Answered on December 19, 2015
Appears that trust was exhausted by mother during her lifetime. Bank may have reviewed trust and sent letter you refer to advising mother trust...
Archived
Is there anyway this child could have SSI or SSDI when a parent is wealthy?
James's answer
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Answered on December 19, 2015
Excellent responses from colleagues. Child benefit may be legitimate. Suggest you ask parent how child qualifies. If not satisfied with...
Archived
Does a trust contest petition need to be personally served or proof of service by mail is fine?
James's answer
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Answered on December 18, 2015
Mail service allowed in Los Angeles. Probably allowed in San Jose. Check the local rules to be sure.
