Does my newborn child need a SS # in order to be named the beneficiary of a will, trust or estate?

No. SSN not required to name child as beneficiary. Never a good idea to put SSN in EP documents themselves. Not necessary.

Can person serve as trustee if investigated for physical elder abuse?

Maybe. Depends on outcome of investigation and other factors not mentioned.

My Mother, has her only home in her trust, would like to gift the property to me (son). Can this be done before her death?

Yes. Based on information provided, it is possible for mother to gift home to you at this time. May/not be advisable based on totality of...

Who is allowed by law to sign for decedents personel property?

Right to access decedents personal property depend upon several factors, including, not limited to: -California law; -form of title property is...

Maybe. it may/not be true that your bequest in the trust can be held in trust until step-mother dies. -terms of trust control your rights,...

Carefully review the trust and any amendments to determine authotity of each c-trustee to act indepently. Some observations which relate to your...

Do I need a family estate attorney

Yes. You need to consult EP counsel ASAP to protect trustors and beneficiaries interests. Possible serious ethical and legal violations you...

Estate Planning

Each form of ownership has unique advantages and disadvantages which are too numerous to discuss in this forum. Some observations; -JT does...

Does Durable POA have to give cash assets to Trustee?

No. Agent under POA generally does not have to turn assets over to trustee If you suspect elder abuse, consult elder law counsel immediately.

Maybe. Some observations: -currently active trustee only has authority over trust assets; -agent under valid POA has authority over non-trust...