Archived
In probate, is the whole file open to the public, ie whoever may request to see it? Is it available online??
Philip's answer
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Answered on June 14, 2018
First, I’d like to clarify that a disabled beneficiary is not a exemption from Medi-Cal recovery. The exemption is if the deceased Medi-Cal...
Must a pour over will be signed the same day as the revocable living trust to be valid?
Philip's answer
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Answered on June 14, 2018
The pour,over will can be signed anytime after the trust is created. It cannot, however, be signed before the trust is established
Archived
What can we do to get restitution of my mother's social security benefits?
Philip's answer
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Answered on June 11, 2018
Your statement about authority of an agent over SSA funds would be correct if the bank account is in fact a Representative Payee account, and the...
Can an adopted child claim money from the estate of the birth parent in California according to intestate line of succession?
Philip's answer
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Answered on June 11, 2018
If the child was legally adopted, they are not in line for intestate succession of the birth parent. Mother should see a Probate/Trusts and Estates...
Archived
House is in Trust. Brother trying to prevent sale.
Philip's answer
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Answered on June 04, 2018
The sale and how it goes down is under the control of the trustee(s). But, with this type,of,opposition, the trustee must have an experienced...
Archived
What rights do I have as a live-in caregiver?
Philip's answer
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Answered on May 28, 2018
That daughter is about to get a lesson in the limits of greed. You probably would have not posed this question if treated fairly. In reality, you...
Medi-cal lien on unconnected lump sum settlement?
Philip's answer
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Answered on May 27, 2018
You’ve received some good answers here pointing out that there will not be an actual lien, since you are not recovering for medical services of...
How do I divide an uneven amount of money evenly on probate final distribution checks to heirs ?
Philip's answer
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Answered on May 13, 2018
Short the one least likely to complain a penny. Since you are at the end of this process, you undoubtedly already know who that is. Or at least,...
Archived
Will a personal injury settlement reduce my son's SSI?
Philip's answer
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Answered on May 10, 2018
As others have said, if funded into a properly drafted “special needs trust” the settlement would not be counted against his $2,000 asset limit....
Archived
If my husband was named as an heir of an estate, but just recently died, who does it get awarded to?
Philip's answer
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Answered on May 07, 2018
You say there was no will, but he was “named as a living heir” I’m not sure whether this is an intestate estste ( no will or trust disposing of...
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