Archived
My sister in law was named trust executor and she is withholding distribution because 2of the beneficiaries borrowed money
Rosemary's answer
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Answered on July 19, 2013
I agree with Attorney Scott. Your sister-in-law, as successor trustee, is bound by the terms of the trust. Even though the money was borrowed...
Archived
Can I file an Affidavit of Joint Tenancy for a home after my mother (sole owner listed on deed) has died?
Rosemary's answer
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Answered on July 18, 2013
I am sorry for your loss.
I think that you may be referring to an Affidavit of Death of Joint Tenant. However, this document would only be used...
Archived
My husband just died - we have an AB trust. When should his children receive designated funds?
Rosemary's answer
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Answered on July 05, 2013
I am sorry for you loss.
Attorneys Rossmeissl and Potter have provided you with excellent advice. As Mr. Potter has advised you, as the...
Archived
My brother wants Mother in a nursing home. I want her in her own house. How do we come to a resolution.
Rosemary's answer
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Answered on July 02, 2013
It sounds like your mother is fortunate to have two caring children.
Attorneys Hartstrom, James and Davis all provide you with excellent...
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Archived
How do i stop a petition to remove trustee.
Rosemary's answer
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Answered on July 02, 2013
I agree with Attorney Spirtos. You need the assistance of a probate/trust litigation attorney. If your sister has already filed a Probate Petition,...
Archived
The elderly woman whom i have DPOA, has not filed her 2012 taxes. Help
Rosemary's answer
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Answered on June 26, 2013
It can be overwhelming trying to assist an elder. You have already received some excellent advice. I just wanted to let you know that AARP can...
Archived
What is the recourse a beneficiary has to compel trust distribution.
Rosemary's answer
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Answered on June 15, 2013
Attorney Pippen is correct. You and the other beneficiaries need to consult with and hire a Probate/Trust attorney.
Have you and/or the others...
Archived
What can I do to make sure I am taken care of in old age
Rosemary's answer
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Answered on June 12, 2013
You are to be commended for considering these matters before the time comes when you need to be taken care of. As Attorneys James and Bromlow have...
Archived
When a property is transferred into a living trust, whose name appears on the deed?
Rosemary's answer
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Answered on June 12, 2013
In California, when real property is transferred into the trust, it is the trustee's name, along with the name of the trust that appears on the...
Archived
How can I stop my mom (with Alzheimer's/dementia ) from giving all of her assets away to people who are taking advantage of her?
Rosemary's answer
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Answered on June 08, 2013
Attorney Hankin is correct. You need to take action now as your mother appears to be a victim of undue influence, as well as financial elder abuse....
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