Successor trustee, do I need to submit a letter/form with the money to beneficiaries? If so, where can I find good sample copy?
Carol's answer
|
Answered on June 13, 2020
You need counsel b/c even if the funds are distributed [from escrow to you as Trustee (with the EIN number from the IRS to the Trust's bank account...
Realtor: What can I do when my agent does things different from what I tell her
Carol's answer
|
Answered on June 12, 2020
I appreciate that you have your own ideas about how the transaction should unfold or be processed, but that may not be how the regulated process...
Archived
Are there any Medicaid options ?
Carol's answer
|
Answered on June 12, 2020
Your post explains that the $22K is from your SSDI lumpsum award, and the SSDI program has NO financial limits to it. The ongoing monthly SSDI...
What legal rights does my mom, who has dementia, have to stay in her boyfriend's home where she has lived for 25 years?
Carol's answer
|
Answered on June 12, 2020
I am responding to Item 10 on your list as I understand your anguish arising from concern about the interim care. And you are asking a legal...
Is it legal to bill someone on medi-cal/medicaid insurance?
Carol's answer
|
Answered on May 17, 2020
I have not seen the billing or your contract for care.
So I suggest you contact a Social Worker at LA Care to obtain an explaation to you...
I bought a house where the other party did not disclose expensive items of the house and they refuse to mediate?
Carol's answer
|
Answered on May 17, 2020
Mediation is a non-court resolution, where the parties declied how to resolve their dispute.
Do you need a Court resoujtion with an Attorney Fees...
Archived
What kind of financial issues would I (and the other party) be looking at if I obtained a property that was paid off ?
Carol's answer
|
Answered on May 16, 2020
Both of you parties to this Proposed Transaction need counsel, so that there will be a neutral third party witness later to document (and possibly...
As a trustee to a 3rd Party Special Needs Trust, do I need insurance to protect me from the sibling of the beneficiary? ?
Carol's answer
|
Answered on May 16, 2020
I agree with Attorney Shields AND your CPA: the SNT Beneficiary often does not want to have 'his money' controlled by someone else ~ and so you...
I am the primary trustee of a trust and would like to step aside and let the 2nd trustee (who is the beneficiary)take over. How?
Carol's answer
|
Answered on May 16, 2020
Give notice to the Sole Beneficiary AS SOLE BENEFICIARY, as well as SUCCESSOR TRUSTEE, so there is no future issue about the capacity/authority to...
Archived
Probate in 2020 during Covid 19 ?
Carol's answer
|
Answered on May 16, 2020
Fro the reasons already stated, you TRULY need an Attorney to guide you through this morass of Probate and Real Property isssues in LA County,...
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained