I am sorry for your loss. Attorney Brophy and Attorney Schultz are correct. You need to consult with an estate planning attorney sooner, rather...

I am Executrix on my Fathers probated estate in San Diego. I have personal claims to be filed on DE172.

Attorneys Benton, James, Schultz and Myers all provide you with sound advice. As has been stated, you do not use the DE-172 form for the...

Attorneys Schultz,, Pankowski, and Pollex are all correct. Although it is unclear whether you mean a third party (such as your parent or other...

Is it possible for me to be a trustee and beneficiary at the same time? And if I am a trustee, then I don't have to pay tax?

I agree with Attorney Mchugh’s advice. Yes, you can be a trust beneficiary and trustee at the same time. In fact, that is the case with most...

I was just given temporary conservator of my mom. Family members took her to another state Can I bring her back home?

You are to be commended for doing the right thing to protect your mom. Generally, an ex parte appointment of temporary guardian is made in...

Probate attorney

Since your in Oakland, you might also try the Alameda County Bar Association. They have a referral service, too. I'm attaching a link to their...

Is there a lookback period for Medi-Cal asset transfer into an irrevocable trust (primary home)

As Attorney Green has said, you are referring to two different Medi-Cal regulations. In California, the applicant's principal residence is an...

If a daughter is suing her mother for conservatorship in Ca. Is it legal that the daughter uses her mothers money to sue her?

Attorney Schultz is correct, the actions of the daughter are not legal. At a minimum, a report should be made to Adult Protective Services. I...

MY husband and mother in law need lawyer regarding her revolvable trust and plus recently also questions about the deed he on.

As Attorney Schultz has advised you, the situation here raises some red flags. Your mother-in-law absolutely needs to meet with an experienced...

Attorneys Morales and Tigerman are correct. In order to properly answer your questions, the trust should be reviewed by an attorney. The terms of...