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If a stepmother and stepdaughter have a jt acct and the mother needs state assistance does stepdaughte have to give up her part
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Answered on August 30, 2012
Rules for Medicaid vary state to state. In most states an account with a disabled Senior's name on it is assumed to be an available resource for...
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What is 'HEIR RENUNCIATION' AND CAN IT ASSIST ME ?
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Answered on August 17, 2012
The "Heir Renunciation" you mention is what modern attorneys refer to as a disclaimer. What you have in mind may help the other heirs and should...
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Can a bank just decide who a beneficiary is, when the beneficiary is deceased?
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Answered on August 14, 2012
Except in certain limited circumstances, the IRA should ordinarily be distributed based upon the contractual account agreement. If you and your...
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My wifes Aunt care giver got the power of attonery and took her home and car. Meditation they got the home back.
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Answered on August 13, 2012
You pose an interesting question. Although the general rule is that medi-cal can claim against most property rights of a former recipient - that...
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As a 501(c)(3) Public Charity, can you solicit donations by gifts for certain amounts?
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Answered on July 31, 2012
A good number of years ago Pomona College became the owner of one of the largest Pasta Companies in the U.S. Being a non-profit they had an...
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Will Medicaid take my home?
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Answered on July 27, 2012
I can understand your stress and concern. Medicaid is implemented differently in each state and I am not licensed in NC -- That being said, the...
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Mom just passed at the hospital. Have trust document and a long list of to do's. What should come first or how to prioritize?
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Answered on July 17, 2012
First take some time to mourn. California requires that you follow through with certain steps within the first sixty days so you can't wait too...
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Can children be held responsible for elderly parent's debts or be sued for parent's problems?
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Answered on July 11, 2012
Although you are not responsible for your Father-in-law's debts your can be held responsible if in acting as his agent you act in such a way as to...
Does an ammendment to a trust need to be notorized or witnessed in California?
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Answered on July 08, 2012
Under California Trust law we first must look to the trust and check its requirements for an amendment. If it does not set any requirements in...
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I registered my mother's will but do not want to probate it. The only thing of value is an oil and gas lease that yielded her
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Answered on July 01, 2012
The California Small Estate Collection Affidavit Procedure does not apply to real property interests. If your mother owned mineral rights now...