Yes. There are several things the trustee needs to do if they want to stay safe, out of court, and not liable to cranky beneficiaries. A lay...

What is maximum amount and minimum term of an SPIA paying out to the community spouse after other spouse begins Medicaid LTC?

Mr. Miller hit the nail on the head: Just because you might be able do something, doesn't mean you should. If the goal is Long Term Care Medi-Cal...

I respectfully disagree with some of my colleagues. I usually do the two deed process. The reason has nothing to do with how the property...

I agree with Ms. Dean. A diagnosis of Alzheimer's by itself doesn't mean someone lacks the ability to sign a power of attorney. Legal capacity is...

There is law in California concerning oral trusts, but your claim for 500k is strong. With that amount in issue though, you are likely to get...

You are correct that there is no such beast as tenants in common with right of survivorship. Tenants in common creates by default two separate...

You have used the term for a statutory power of attorney for financial affairs but posted your question under "Health Care." There is a separate...

Ms. Straus has cited you the correct statutory law regarding your right to accountings. Additionally, case law has interpreted other sections of...

I was the POA advanced health directive for my uncle who passed away. Signed contract with cemetery who took monies from 3rd par

If this is in CA, you as Health Care Agent under the Advance Directive are the one with the sole legal authority to contract. It would seem from...

I am assuming this trust is based in California, because of where you are posting from. A current beneficiary under our state law has significant...