My irrevocable trust. Which i am trustee and benificiary does not specify the assets in there, but in the tax returns it does.

No. Trust does not have to specify what assets are in it. However, it is extremely important to do so. Additionally, trust must be funded with...

Are there any good laywers in San Francisco who will help advise a client about how to go after someone who is doing financial

Yes. Many fine attorneys to consult with in San Francisco. Consult AVVO, California State Bar, San Francisco Bar Association.

What section of California Probate code outlines the abilities of a Special Administrator?

Yes. California Probate Code addresses powers of Special Administrator. See California Probate Code sections 8540 through 8547. In your matter,...

Social Security Number

No. Heir SSN is not required in a Will or other estate planning document. There are many good reasons to exclude the SSN from Will, many related...

Two distinct questions which I will address. Can I sell my mother's house if she enters a nursing home? Yes. If you have authority, you may sell...

Who do you report to if you know there is elder financial abuse dealing with a bank.

First step is to review all known facts and data in your possession with Elder Law Counsel. After review, counsel mat direct you to appropriate...

If grandfather was competent and made gift free of any undue influence or duress, H prevails.at time. Tools were not part of estate at time of...

If you put your house in a trust and then someone wins a judgement against you, can they come after your home?

Transfer after you became aware of reasonable probability of liability or lawsuit filed can be set aside as fraudulent transfer. If transfer...

WHAT IS REQUIRED?

Proof of appointment of Trustee will be included in the Order and Minute Order of the Court. Production of the Order is sufficient proof.

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Are life insurance (whole life) policies' cash value and/or face value subject to Medicaid eligibility review?

Yes. life insurance present cash value included in countable assets for purpose of determining eligibility.