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...
San Diego, CA
Elder law Lawyer at San Diego, CA
Practice Areas: Elder Law, Medicaid & Medicare ... +7 more
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...
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...
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,...
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...
As others have said, there is a Court petition that in many cases can avoid a probate. See an experienced practioner in your area. They can see if...
You have scoped this out pretty well. A Self-Funded First Party Special Needs Trust will indeed allow the funds to be used for you without...
Perhaps. You should have received notice of the administration and a copy of the trust many months ago. After a year, they should be ready to...
I believe I recall your previous question and all the answers you got about the payment book. I don’t know why you’d still feel you have no...
Typically general and routine questions from a beneficiary would be considered a cost of administration, which would come off the top, and not...