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Can I distribute funds from my parents' Trust once this year, and then the final time, next year after taxes are filed?
Rosemary's answer
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Answered on November 16, 2016
It sounds like you are handling the administration of your parents' well and that you are approaching the end of the administration. The terms of...
Archived
What are the reasonal fees for a review and amendment of a 1997 family trust.
Rosemary's answer
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Answered on November 15, 2016
I am presuming that your mother is also the trustor (also called "settlor") in addition to acting as the trustee and, as such, that she has the...
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My father gave me a Gen. POA - Can I force my step-mother to allow an in-home care person to take care of him if she refusses.
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Answered on November 04, 2016
To add to what the other attorneys have advised you, even though frail, if your father has capacity, he should also execute an advanced health...
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Can my mom that is at the moment going through a divorce adopt my friend because her mom has been lying to her since
Rosemary's answer
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Answered on November 01, 2016
This sounds like a very sad situation for your friend. She's fortunate to have a friends like you and your mother. If your mother is willing, it is...
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Is a probate referee mandatory in a probate in California?
Rosemary's answer
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Answered on November 01, 2016
Yes, a Probate Referee is mandatory to appraise all noncash assets of an estate. If the home was part of the decedent's estate at the time of...
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How to execute a will if both executors have deceased and the family member with Power of Attorney has a mental illness?
Rosemary's answer
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Answered on October 29, 2016
I am sorry for your loss.
Attorney Mayer has provided you with excellent advise and you are wise to want to act quickly to prevent any loss of...
Can you legally kick someone out of your house when they aren't paying rent and have only been there for 3 weeks?
Rosemary's answer
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Answered on October 08, 2016
I am sorry to hear about your family situation. In addition to the excellent advice you have received here, there are additional avenues that are...
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Here in Southern California, can you legally kick out a family member from your home if they've only been there 3 weeks?
Rosemary's answer
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Answered on October 08, 2016
I am sorry to hear about your family situation. Your mother can obtain a Elder/Dependent Adult Abuse Restraining Order that includes a "kick-out"...
How do I find out if I am beneficiary of IRA?
Rosemary's answer
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Answered on September 15, 2016
Is the will you're referring to a holographic will? A holographic will is one that is entirely handwritten by testator
All financial...
Archived
What are my rights to ask about a copy of trust fund?
Rosemary's answer
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Answered on September 06, 2016
I am sorry for your loss.
Depending on the terms of the trust, you may or may not be entitled to a copy of the trust. Additionally, your...
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