Washington state resident vulnerable adult beneficiary is being financially abused? Trust is based in California

Jurisdiction and venue is proper in California, and more particularly in the county where the trustee is located, under Calif. Probate Code...

Can my mom apply for Medi-Cal if she has assets?

Yes, she can, but you need to make sure that you avoid a Medi-Cal spenddown. An elder law attorney can assist. The San Diego Elder Law Center is...

Yes, they do, and the rate is 4% of the first $100,000, 3% of the second $100,000, and then 2% for the next $800,000. Gross estate values are used,...

Bypass trust still good ?

Your lawyer sounds lazy. Some attorneys recommend ignoring mandatory bypass provisions, but this could have adverse tax and estate planning...

You need an elder abuse or civil litigation attorney. Good luck.

I'm the executor and primary beneficiary of a trust-Issues with Sibling

The no contest clause may be very helpful. Your role as trustee will also give you leverage. For example, the notice sent out pursuant to Probate...

You should work with a CPA, but my understanding is that to the extent the expenses exceed 7.5% of your parents' AGI they will be properly...