Archived
Does my fathers estate have to go to probate if their is nothing my sister and I don’t agree about? She says it must go to proba
Jeffrey's answer
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Answered on December 20, 2019
That depends on how much property there is, and whether there is any real estate.
Probate is the process of having the court oversee how the...
What is the cost to set up a basic BDIT?
Jeffrey's answer
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Answered on December 17, 2019
The BDIT is very complex.
I recommend using Wealth Counsel to find an attorney who can do one properly....
Can a sibling stay in the parents house and refuse to leave when the trust says house is to be divided evenly between siblings?
Jeffrey's answer
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Answered on December 14, 2019
Your real problem is getting the co-Trustee sibling evicted since he is a co-Trustee and would have to be involved in evicting himself.
You will...
Archived
Can I find a notarized document at the County Assessors office?
Jeffrey's answer
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Answered on December 13, 2019
It is very rare for anyone to register any document (other than deeds) with the County Recorder (Assessor). You can check of course and it is...
Archived
Mother passed away my brother name is on the deed as siblings do we have any rights to the property.?
Jeffrey's answer
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Answered on December 13, 2019
That depends on how the deed was written. If your brother was a joint owner then he is now the sole owner of the property and has no obligation to...
Archived
How to obtain remaining funds in Mom's account.
Jeffrey's answer
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Answered on December 13, 2019
There is a process for simplified probate in California if the estate has no real estate and is wroth less than $150,000. All you have to do it...
Is there any benefit in having a Living Trust when both husband and wife are alive?
Jeffrey's answer
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Answered on December 11, 2019
A Trust is used to avoid Probate (not a problem for a married couple owning everything jointly unless you die together, but once one of you is...
Archived
How do I avoid jeopardizing public benefits for my disabled child? Will creating a sub-trust avoid this?
Jeffrey's answer
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Answered on December 09, 2019
A Special Need Trust is like a piggy bank for the disabled. The government pretends it cannot see the piggy bank but imposes rules on how the...
I am a back up successor trustee. My aunt is successor trustee, when and how can I begin to act as successor trustee?
Jeffrey's answer
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Answered on December 06, 2019
I am afraid that unless your aunt voluntarily resigns her duties, then you need to do it the hard way.
Look at your trust to see if there is away...
Archived
Can Medi-cal individuals have/save money in their savings account to buy their primary home in the future?
Jeffrey's answer
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Answered on December 06, 2019
I am afraid that the rules are not set up that way -- you need to have the home already.
In order to qualify for Medi-Cal, you need to be poor. ...
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