Archived
The trustee of our parents trust will not show us a complete financial accounting of the trust funds, we think she's hiding it
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Answered on August 16, 2014
If you are not prepared to file a petition, in other words, hire an attorney and take the trustee to court. You may wish to hire an attorney...
Archived
3 kids each petition conservatorship over sic ma's estate; neutral conservator now. should I watch bro n sis fight or join war?
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Answered on August 12, 2014
You need to consult with an attorney who is experienced in Conservatorships. Your credit score can be a factor but the court will be looking for...
Archived
Mother has been moved to a nursing home. She has dementia. Can my sister who
has POA sell her home to pay for her care?,
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Answered on August 11, 2014
If your mother is in a nursing home in California, I strongly urge you to consult with an attorney who is well versed in Medi-Cal. Medi-Cal and...
Archived
What is the best way for me to protect myself in future with respect to real property?
Gay's answer
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Answered on August 08, 2014
I agree with Mr. Daymude. On an added note, the lender was incorrect as to the manner in which you held title as no big deal. The previous inter...
Archived
My father was diagnosed with Dementia although he is able to take care of himself at this point. His will was made way before
Gay's answer
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Answered on August 05, 2014
The documents which are not executed are not valid until executed. The drafting attorney may have executed copies. There are degrees of dementia....
Archived
What to do if trustees have chosen a strategy of forcing litigation on beneficiaries which will drain the trust of money?
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Answered on August 04, 2014
I agree with the previous responses. Although it is frustrating to wait this long for the trustee to distribute money, it sounds like there is not...
Can you transfer an IRA to an irrevocable IRA Trust that is an "intentionally defective grantor trust" to preserve RMD benefits?
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Answered on August 01, 2014
I agree with Shelley. I have dealt with similar inquiries and almost always became an involved discussion which resulted in a different strategy.
I had 120 days to decide if I'm going to contest the administeration of my mother's trust. can I get an extension to that sinc
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Answered on July 30, 2014
There are attorneys who offer free consultations. It seems that you can benefit from an appointment where the process is explained to you. Did...
Archived
My dad is dead, my family trust now said my mom is the widow
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Answered on July 29, 2014
It depends on the trust. The majority of my clients who are married have a trust that they create together. Typical terms would allow the...
Archived
How can my mom change living trust?
Gay's answer
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Answered on July 29, 2014
Assuming that your mother is competent, I would suggest that your mother meet with an estate planning attorney who speaks her language to review...
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