Archived
As a co-trustee and beneficiary of a living trust, can I remove myself as a beneficiary?
Matthew's answer
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Answered on July 29, 2013
My answer assumes that you are not a grantor of the living trust in question.
The best way to protect yourself from future judgments is to not...
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Archived
I hold the POA on a 80 yr. man in Calif. The daughter wants to be POA. Want are the guidelines for the tranfer. Thank You
Matthew's answer
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Answered on July 29, 2013
A power of attorney cannot be "transferred." If the principal (the 80 year old man) is still competent, he can revoke/terminate the power of...
Archived
How do I ensure my share of my parents trust is secure. My sister is not trustworthy.
Matthew's answer
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Answered on July 19, 2013
As a co-trustee of your parents' trust, you have a fiduciary duty to administer the trust in accordance with its terms. Some trust agreement allow...
Archived
Can you change an A/B Living Trust to a fully revocable trust?
Matthew's answer
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Answered on July 18, 2013
As stated elsewhere, this is a delicate issue. While Dad is the current beneficiary of the B trust and I assume, the sole Trustee, he is not...
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