Can a intervivous irrevolcable trust be broken

Maybe. Recent progress has been made "breaking" or decanting irrevocable trusts. Recent trend of law and decisions make this more common than 20...

Can the terms of a will override other financial documents?

Presumption is that CD belongs to Sally. Not a probate asset. Passes outside of probate at Ben's death. Possible exceptions: -Ben's mistake in...

Is a 1992 dated WILL override a 1999 Revocable Living Trust Agreement?

Maybe. Not enough information provided to even guess. Review both documents and related facts with probate counsel.

Yes. You are entitled to a copy of the will based on your biological relationship to father. Holder of the will required to lodge copy with court...

Can my deceased mom who died after her dad still get her inheritance from his estate?

Maybe. Deceased mother's right to distribution is governed by terms of GF trust or will and California law. If will or trust states the...

My mother has on set dimentia, would like to know what direction to take to gain power of attorney or conservatorship.

You are correct in considering options including POA and conservatorship. Each option has advantages and possible disadvantages. Some...

Why am I still receiving social security benefits?

Segregate the benefits in separate account and be prepared to return when SS administration catches up and demands return.

Need some advice

Good questions. Following observations; -beneficiary designations in pension take priority over the Trust or Will designations; -Trust and Will...

My dad left 1/2 his community property to my mom and his entire estate to the family trust.They were married over 50+ years.

Impossible to advise what portion of dad's property was distributed to mother outright and trust. Many possibilities. I need to review the trust...

Impossible to estimate chances of success. Income you state will not disqualify you. May be factor in determining benefit amount.