Archived
If you are asked to be power of attorney and executorship for a non-family member living in Alabama do you need to be bonded?
Jeffrey's answer
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Answered on December 06, 2019
That is an Alabama law question, not a California one, but the general rule is that Powers of Attorney do not require bonding, but that Executors...
What happens to my Moore Marsden calculated equity interest in our home should one of us die?
Jeffrey's answer
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Answered on December 04, 2019
The deed is your best answer, but not if your husband won't sign one. That would give you rights of survivorship and the transfer would be...
Do conservatorships automatically transfer to the next available family member when conservator dies but conservatee is alive?
Jeffrey's answer
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Answered on November 28, 2019
Conservatorships are not transferable. They do not pass on to anyone else when the conservator dies.
It is best when doing a conservatorship to...
Is the corpus of a supplemental needs trust protected if the beneficiary ends up having to file bankruptcy?
Jeffrey's answer
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Answered on November 27, 2019
Yes, the assets of a SNT are safe from bankruptcy by the beneficiary.
An SNT is an irrevocable trust (think of it as a treasure chest and someone...
Archived
How to I obtain the tax Identification number for a trust that I am trustee over??
Jeffrey's answer
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Answered on November 25, 2019
You can get one online from the IRS. Just Google it.
Archived
Should I put my name on the deed with my mothers?
Jeffrey's answer
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Answered on November 24, 2019
Why isn't the house in the trust? if it is, then you can sell it as trustee whenever it needs to be done.
Putting your name on the deed outside...
Archived
I need information about a Family Trust?
Jeffrey's answer
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Answered on November 21, 2019
The same code is in the California Probate Code starting at section 15000.
Duty to inform and account to the beneficiaries is Article 3, section...
Archived
Can resigned trustee changed trust again ?
Jeffrey's answer
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Answered on November 21, 2019
It depends on how the trust was written but normally he would have the right to change it any time during his life time whether he was the trustee...
Archived
Can title of house be changed?
Jeffrey's answer
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Answered on November 19, 2019
The answer depends on your dad's capacity to make that decision and the way the trust is written.
But probably (99.9%) he has the authority...
Archived
What if any rights do I have after living 15years with a man & he wants to kick me out?
Jeffrey's answer
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Answered on November 19, 2019
That depends on whether you have any ownership rights to the house. Is your name on the deed? Did you make a contract of any sort?
If not,...
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