How do I set up an estate plan with multiple properties and heirs?

You can set up a joint trust that still retains your Separate Property as yours to control, while also holding your Community Property. I would...

Provide it to whom? You should send a copy to all the heirs and beneficiaries. You must do it if they ask.

There is a Shelly Durrant attorney who changed her name: Shelly Katharine Pawchuk #231171 License Status: Active Address: Law Ofc Shelly K...

Understanding Medi-cal recovery from an old Trust.

Who is trying to get Medi-Cal payback out of a Trust? That is not allowed. They can only recover from a Probate estate.

That depends on what the Trust says about it. You can appoint a new Trustee without an Amendment, but it really comes down to what your Trust says...

What if I don't agree with the decisions that my sister who is the (trustee of my family's trust)?

That depends on the Trust. Usually the Trustee is named in the Trust but it is possible there is a way for a majority of beneficiaries to remove...

Will my inheritance affect my benefits?

You can establish a Special Needs Trust for the money. There are a number of drawbacks but you can still use the money for needful things within...

Prenup and trust!

Hard question to address without the documents but normally the Trust will control whatever was put in it in accordance with the terms of the...

An attorney needs to look at the trust document to know, but USUALLY the only way to end an irrevocable trust without a judge is while the grantor...

I have a DPA for my incapacitated dad. How can I access her bank Trust account?

Take a harder look at your DPA. It might grant you the authority to act in his capacity as Trustee (many of them do). Just take a look to see if...