Questions answered by Rosemary Jane Meagher-Leonard

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What is the proper form to use for eviction notice >

Rosemary's answer | Answered on October 25, 2019

The trustee must serve the tenants/beneficiaries with a notice of vacate. The notice must be properly done and contain precise information. If...

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Can I present depositions at a conservitership hereing Person and 3m estate self filed sister will challenge

Rosemary's answer | Answered on October 25, 2019

I agree with Attorney Santaella. You should consult with and retain counsel. It sounds like you may be preparing for the first hearing on a...

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Do I need the death certificate to file a petition to terminate guardianship due to death of guardian?

Rosemary's answer | Answered on October 19, 2019

I am sorry for your loss. Do you mean that your mother was conserved? In California, guardianships are established for minors while...

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My brother has me named in his Revocable Trust to inherit his house . Will I get his Property tax rate under Prop. 13?

Rosemary's answer | Answered on October 09, 2019

No, unfortunately you will not be entitled to the exclusion from property tax reassessment under Proposition 58 because gifts/inheritances or...

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Does my daughter have to be on the house deed if she is named in the rev. trust as the receiver of the house to qualify for 13

Rosemary's answer | Answered on October 09, 2019

Yes, if your daughter is the beneficiary of your home under the terms of your trust, then she will be entitled to the parent-child exclusion from...

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MY Fiance had a stroke His sister was given POA. But there's no notarized Document so is it possible for me to go .get POA?

Rosemary's answer | Answered on May 18, 2019

I am sorry to hear about your situation. Attorney Firth has provided you with excellent advice. If your fiance has the mental capacity to...

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In the living trust- there are 2 Successor trustees, #1 and #2 in that order. Who is the decision maker?

Rosemary's answer | Answered on March 29, 2019

Ordinarily, if the trustor/settlor nominates a first successor trustee and a second successor trustee, it means that when the trustor/settlor is...

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Hi I'm trying to find out if I can get POA for my husband who's incarcerated in Jamestown ca ?

Rosemary's answer | Answered on March 12, 2019

Yes, your husband can have a power of attorney signed and notarized while in prison in order for you to act on his behalf with the IRS. The IRS has...

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Is this extortion, in your opinion?

Rosemary's answer | Answered on March 09, 2019

Generally speaking, the trustee has a fiduciary duty to act in the best interest of the trust and all of the trust beneficiaries. The trustee is...

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I MAKE MY LAST WILL AND TESTAMENT OUT TODAY THE WILL IS GOOD NOW?

Rosemary's answer | Answered on March 04, 2019

If your will is properly executed (signed, dated) by you, and your signing witnessed by 2 unrelated individuals who are over 18 years old and not...

Rosemary Jane Meagher-Leonard's Answers (805)

What is the proper form to use for eviction notice >

Can I present depositions at a conservitership hereing Person and 3m estate self filed sister will challenge

Do I need the death certificate to file a petition to terminate guardianship due to death of guardian?

My brother has me named in his Revocable Trust to inherit his house . Will I get his Property tax rate under Prop. 13?

Does my daughter have to be on the house deed if she is named in the rev. trust as the receiver of the house to qualify for 13

MY Fiance had a stroke His sister was given POA. But there's no notarized Document so is it possible for me to go .get POA?

In the living trust- there are 2 Successor trustees, #1 and #2 in that order. Who is the decision maker?

Hi I'm trying to find out if I can get POA for my husband who's incarcerated in Jamestown ca ?

Is this extortion, in your opinion?

I MAKE MY LAST WILL AND TESTAMENT OUT TODAY THE WILL IS GOOD NOW?