Archived
Will my friend Lose his Medi-cal coverage if he becomes executor of his mother's living trust when she dies??
Rodney's answer
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Answered on January 27, 2020
Don't do this on your own - your friend's role as trustee (if that is what he becomes) will probably have less to do with his eligibility for...
I am paying a mortgage in California. Both names are on the title. Will my wife get the house while there is no will
?
Rodney's answer
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Answered on January 27, 2020
If you hold the property as joint tenants, she will get the property upon your death. If it is held as tenants in common then the deceased's share...
Archived
A close friend recently died. The attorney handling his will/trust has not contacted the beneficiaries nor the trustee.
Rodney's answer
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Answered on January 27, 2020
Trustee needs to hire his/her own attorney to represent him/her in the administration of the trust. You are not required to retain the drafting...
Trust accounting question
Rodney's answer
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Answered on January 27, 2020
Generally, no. In the case as you described it, an accounting would not be required for a year or within 60 days from a formal request. In this...
Archived
Probate Question What procedure is used when the Decedent left a life insurance payable to the estate of the decedent.
Rodney's answer
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Answered on January 27, 2020
Is there an active probate of the estate? If no, what is the value of the decedent's estate? If less than a certain amount (depending on when the...
Archived
If siblings can’t agree on selling property
Rodney's answer
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Answered on January 27, 2020
Did Mom have a will? If so, that will control how the property is dealt with. If Mom died without a will, then the property will be divided...
Archived
Can I be sued and also can my brother in law force sale of condo?
Rodney's answer
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Answered on January 25, 2020
You should consult with a lawyer. When you say the property was left to you and your sister, do you two own it now or is it still in the name of...
Archived
Did this trustee legally sell trust property?
Rodney's answer
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Answered on January 25, 2020
The sale was probably legal, but she could be personally liable for her actions before she provided notice of administration of the trust. If she...
Archived
Do distribution agreements have to specify amount to be received?
Rodney's answer
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Answered on January 25, 2020
Seek an attorney's advice. You could also confirm with the trustee, in writing, the amount of money you should receive.
If I disclaim an inheritance and my children are next in line can they disclaim it too?
Rodney's answer
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Answered on January 25, 2020
You could disclaim a portion of your inheritance but it seems it would be easier to just receive the money then transfer amounts to the siblings. ...
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