We have a revocable trust that holds two properties my oldest son is the trustee can my other son who is in trust force a sale
Philip's answer
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Answered on January 10, 2022
I wonder if you are using the correct terms. These are your children acting as Trustees, and you say they are the Settors. The Settlors are the...
What is appropriate petition to file in San Diego probate court if trustee has been stealing money and balking on all duties?
Philip's answer
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Answered on January 04, 2022
If you have enough evidence, you'd go with the Petition for Removal and Surcharge. (Surcharge means they have to pay it back). If one is simply...
Will I lose my social security disability and my medicare if I marry.
Philip's answer
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Answered on December 19, 2021
If your eligibility is through your own work history, no. You have nothing to worry about, If you are collecting through someone else’s work...
I understand Social Security can take your inheritence, although I am in poverty level, medicaid and 661 ssecurity. ?
Philip's answer
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Answered on December 19, 2021
Social Security does not recover from inheritances. There are two other issues to consider, though. 1) If the decedent received Medi-Cal/Medicaid,...
With the passing of Prop 19 in California, how can siblings retain ownership after one sibling moves in but later passes away.
Philip's answer
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Answered on December 12, 2021
Your question raises many issues, both property taxation and title. If this started as your parent’s trust, you should not transfer 3 interests to...
How?
Philip's answer
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Answered on December 11, 2021
You are right to worry about money in a Go Fund Me account counting as an asset against your SDI property limit. If you know someone or an...
How can I terminate my legal guardianship?
Philip's answer
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Answered on December 11, 2021
You will need to return to Court to get that done. The judge will decide if the facts support termination or a new Guardian. If Mom is able and...
What processes are required to obtain testamentary documents in lieu of executor of state from another state?
Philip's answer
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Answered on December 10, 2021
Please accept my condolences also for the loss of your son. It is not uncommon for companies to demand formal proceedings not understanding that...
How do I petition to be executor of Estate in the absence of a will?
Philip's answer
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Answered on December 08, 2021
You don’t need a will to file a Probate. With no will, it’s called an “intestate” estate, and passes automatically to the closest relatives as...
Probate ?
Philip's answer
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Answered on December 04, 2021
You probably can’t…but probate isn’t the end of the world, and it’s a lot better than loosing all that equity. Which you are on the verge of doing....
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