No! No one is entitled to a copy of a trust unless it is irrevocable (your revocable living trust becomes irrevocable upon your death). Living...

This is a two part problem. Qualifying for Medi-Cal is different from the pay back provisions. If he has any assets more than his house and...

The Probate Court has to straighten out this mess. Because he died without a Will, his estate has to go to his kids. Normally they can bow out...

Do we have an immigration or Tax/Estate planing dilemma?

The estate tax that you worried about is very, very high but it does not apply to Green Card holders. But what is Mom's status? Go get some help;...

That depends on your trust; they are all different and generally laws unto themselves. But normally, if you have the authority, you just tell the...

Do I need to hire a lawyer to prove that I am not incapacitated? Why shouldn't the onus be on those responsible for my capture.

In general the judge won't grant a conservatorship if you are there in the court room to tell him you don't need one, BUT this is too big of an...

When you give a gift, that person gets your tax basis also. The tax basis is how you determine the taxable profit when you sell. If someone...

Should I apply for EIN as Estate or Trust?

Your terms are making your question hard to answer. As the new Trustee (if that is what you are), then you are in charge of only the trust and not...

If mom made an irrevocable trust then it can be changed by agreement of her and all the beneficiaries. If everyone will not agree then mom can ask...

How do I handle the estate of a parent who has passed away?

You have to get permission from the Probate Court to access the accounts. Was there a Will? A Trust? How big is the estate? If there is a Will...