What can I do to get the house in a probate case where my uncle the executor moved in after my aunt died?
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Answered on October 15, 2024
It sounds like no one took the steps necessary - probate- to transfer your aunt's house. This did not stop your uncle and sister from apparently...
Can two separate revocable living trusts hold title to a residential property as tenants in common?
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Answered on October 14, 2024
By making this change, each of you would be able to designate in your trust who will get the 50% share at death. It could go to someone else, which...
Do I legally need to provide beneficiaries all accounting BEFORE making distributions?
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Answered on October 11, 2024
The actual answers may depend on what your trust says. But generally providing some type of accounting sufficient for beneficiaries to understand...
How can I verify that my deceased father's funds and possessions are being handled appropriately?
Mark's answer
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Answered on October 09, 2024
What do you know about your father's assets and estate plan? Did he have a trust or will? Property? Bank accounts? What do you think the value of...
Can I use the small estate probate process in Los Angeles, CA with a copy of the will (not the original?) Real property <$10K
Mark's answer
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Answered on October 08, 2024
What do you mean by conformed copy? Was it filed somewhere? You can use the small estate procedure and form DE-305. If there is no valid will, then...
How can I prevent my sister from taking advantage of my mom, who has dementia?
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Answered on October 08, 2024
You are in a difficult situation. Having power of attorney doesn't prevent your mom from making her own financial decisions. If she wants to help...
What can i do what rights do i have?
Mark's answer
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Answered on October 08, 2024
Your issue mainly relates to divorce. California is a community property state. Even if your wife controls the money, you have a legal right to...
We are currently in contract to buy my husbands parents home. Can we get sued by my SIL for buying her father’s house?
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Answered on October 08, 2024
If you look at this from an outside perspective - how is purchasing his house for half the price helpful or a rational decision for your father? If...
Can a Durable Power of attorney allow that agent access to my assets? I want her to be able to have access.
Mark's answer
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Answered on October 08, 2024
POAs only work while you are alive.It allows someone else to manage your finances in addition to you. I don't know the form you are referring to....
Can the fiduciary managing my deceased father's estate claim that he has no duty to have an exact distribution?
Mark's answer
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Answered on September 28, 2024
A trustee has a duty to follow the trust instructions. What is being distributed? Did you ask why it would not be even? I think there is some...
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