Mr. Arrasmith has given you an excellent summary. I would only add that the first thing an attorney will want to do is review the most recent...

I'm going to answer beyond the question you asked, as it is part of a bigger issue. As Trustee, you have a fiduciary obligation to the...

Special Needs Trusts, if one is truly needed, are not always expensive. If appropriate, Pool Special Needs Trusts can be quite affordable, and...

If you have a petition for a formal probate before the Court you have no authority yet to do this. The Probate process is particularly technical...

There’s not enough info to know exactly what is behind your question. Typically though, in CA trustees may engage in any transaction not contrary...

Sounds like what you are looking for is not privledged and possibly relevant. But if there is any significant assets in issue, you need to consider...

Probate Code Sections 850 through 859 is used for cases where a Personal Representative, whether a Trustee, Conservator, or estate Administrator or...

Since she is now 77, she no longer is on SSDI but on SS Retirement. However, this detail doesn't impact your issue. The real problem is once your...

Sounds like there may have been a recent transfer or partial transfer of title? If not, I cannot think of an explanation other than an error in...

You've received some good advice about this all too common problem. The underlying question is not does she have a diagnosis of dementia, but if...