I am 64 years old and I am on SSI retirement, I just received a settle meant for 30,000 dollars. Can I gift this to my son?

Can’t be sure what benefits you are on from your description. SSI is not a retirement benefit. IF you are on SSI due to disability, no...you cannot...

How do I get my dad to do what he agreed to do in the contract we both signed for the Aid and attend benefit ?

Your best bet is to point out to him that if the Aid and Attendance check isn’t be used for caregiving, or other medical expenses, he risks no...

If a spouse dies before making a will, do bank accounts in one name go to the living spouse automatically?

Bank accounts in joint tenancy or with a beneficiary designation will pass without being considered probate property. For property in decedents...

What does the Probate court (CA) require in an accounting prior to issuing the order to close Probate?

An accounting can be waived if all the beneficiaries consent. Regardless, all you have (or should have) to do is get your records of what came in...

Do I need to file for probate if I'm the Successor Trustee of my Decedent brother's trust and there is property?

There are many reasons you should consult with a Trust Administration/Probate attorney to make sure you understand your obligations under the law,...

Can you change the status of a trust from irrevocable to non- irrevocable??

It sounds like the trust owns real estate with out sufficient liquidity to manage it. One of the options might be to sell the property. Perhaps...

How do I update or prepare a living trust?

It is most likely that you can amend or restate the old trust...but it should reviewed by an estate planning attorney to be sure....and to discuss...

Do I need to go thru probate? What does that entail?

Much will turn on how the Real property is titled under the deeds. There are lost trust procedures. I’d be interested also on whether or not there...

Hard to tell from your facts whether your sister is being honest about what is happening or not. But...she should have gotten a Tax ID number for...

Are the powers of a temporary conservatorship limited compared to a permanent one?

Yoiu have two issues here. As to the conservatorship itself, that would depend on the extent of powers granted by the court to the temporary...