CA estate planning laws, setting up a revocable trust

In general, putting your name on the deed with your mom is a bad idea, for both of you. Please read my article on the subject - I've included a...

What are my legal responsibilities and liabilities for my 2 elderly parents that haev dementia under CA laws

You would not be liable for the actions of your parents. However, to the extent they cause damages to themselves or others, any monies necessary...

CA probate law, can executor withhold money from beneficiaries

First, your sister should obtain a copy of the will or trust. Second, if the document states, as you believe, that your sister is to inherit...

In event of my mother's death how do I ensure her house stays with me

Well, it depends on whether your mother want to leave the house to you. Assuming she does, a living trust would avoid probate, which is more...

CA probate laws, intestate succession

To transfer title, the house must be probated. You need to contact a qualified probate attorney to accomplish this. Feel free to call me with any...

Estate planning, wills and trusts

When the time comes, you can simply disclaim the inheritance and it will pass to the next beneficiary as if you had predeceased your...

Generally, if the account is a joint account and you are on the joint account with your elderly parent, you would have the right to write checks...

Trust estate planning

It really depends on what the trusts says. Generally, if a trustee chooses not to act, the next successor trustee is called upon to serve. ...

Trust Question

It depends on what the trust says. Please consult with a qualified attorney as soon as possible. For a quicker answer, take a copy of the trust...

Please describe what's going on and we can advise you if there is a basis for removal of the trustee or executor.