What can I do with my inheritance to preserve it for my health care since I lost Medicaid?

I have good news: if the IRA is paying out it’s required minimum distributions on a regular basis, MediCal will consider it an “unavailable” asset...

The trust could define how a fee is calculated, but most simply require that it be reasonable. If the trust is silent, that’s what the law would...

I am assuming this is an administration of your parents trust. while a fairly common scenario, you want to make sure the beneficiaries who are...

Is a mobilehome separate or community property in our situation?

If she owned it before the marriage, and never added husbands name to the title, and never did a written agreement giving him a community property...

If you were a beneficiary, you indeed are entitled to accountings and information. Unfortunatly, one can not guarantee "lawyering-up" will be cost...

How would my sister buyout my share of inherited property

An expieremced Trust and Estates attorney that does estate administration will have seen this scenario many times. There are a variety of options...

What needs to be done to OFFICIALLY become a successor trustee?

You are on the right track. If the trust calls for two Dr. certificates, you will need those. Then, an attorney can prepare a document known as a...

When there is no will can the legal beneficiary transfer property to someone as inheritance rather than a gift (for tax purposes

First, there is no inheritance tax in CA. And, unless she has a very large estate, in excess,of 10 million, an assignment will not cause a gift...

Who has legal authority of incapaciated husband?

Some medical providers may give you deference, but without a health care power of attorney, you have no legal authority to make health care...

Some things are not clear from your post. You say you know have "control" of the trust. That should mean that your mother is no longer the trustee,...