Under Prop 19, is my home which I put in trust, protected from reassessment, when I die and leave it to my son?
Jeffrey's answer
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Answered on November 16, 2020
It will be fine and there will be no re-assessment as long as it is his primary residence.
DO NOT deed it to him now -- that would make a larger...
Does a trust account protect your assets and primary property against lawsuits?
Jeffrey's answer
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Answered on November 16, 2020
You can use certain kinds of trsuts for that but the draw backs are considerable. I usually tell my clients just to get anice umbrella insurance...
How do I get a durable power of attorney over my sister?
Jeffrey's answer
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Answered on November 13, 2020
You can have a Power of Attorney for your sister if she wants to give you one and is able to express that and is competent to make that decision. ...
Is there a form I can use for my Sister gifting us money?
Jeffrey's answer
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Answered on November 12, 2020
There is no form but any legal action she takes with serious dementia will not be valid. You could be accused of taking the money illegally. She...
Archived
My husband and I own our home, which was bought during our marriage. Could I write my will stating that my half go to my son?
Jeffrey's answer
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Answered on November 12, 2020
Yes, you can Will your half of the Community Property however you like. A Will is binding if thereare two dis-interested witnesses, or if the...
I need an emergency conservator-ship for my drug addicted, mentally ill son. How do I get one please?
Jeffrey's answer
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Answered on November 10, 2020
You can't get one.
Probate Conservatorship is for developmental disorders and dementia. Addiction and other mental illnesses need their...
Can siblings (trustees) on a living trust sell the moms house while she is still alive on assisted living but not mentally aware
Jeffrey's answer
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Answered on November 09, 2020
I depends (of course).
The Power of Attorney will not have any authority over the Trust or Trust assets unless the PoA states that the Attorney in...
Can I be a guardian of my child who is 64 yrs old if she needs to be committed for mental health and alcohol dependence?
Jeffrey's answer
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Answered on November 06, 2020
Maybe.
When a person is incompetent then often someone asks to be appointed their Conservator. Mostly that is autistic kids turning 18 or old...
I have a trust doc that has been notarized, do I need to record the trust with Santa Clara county?
How is this accomplished?
Jeffrey's answer
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Answered on November 02, 2020
You don't record Trusts anywhere unless it is a Special Needs Trust. The clerks should let you , if you want, but it never happens so they will...
Archived
Do I have to amend my revocable trust?
Jeffrey's answer
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Answered on November 01, 2020
Medicad or Medi-Cal? Where are you?
Here in California your home is already safe from payback to Medi-Cal if it is in your Living Trust. ...
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