If I die before my husband can he then change our trust to exclude my daughter from a previous marriage ?
Philip's answer
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Answered on February 20, 2017
You have some good answers from others. You definitly can lock up for your daughter, assuming you die first, your share of the community property...
Archived
Does an amended living trust need to be witnessed? It was originally drawn in Virginia. The person now lives in California.
Philip's answer
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Answered on February 20, 2017
In CA, witnessess are not necessary to a trust amendment, but it should be notarized. As Ms. Barnett said, it would benefit her to now have local...
Archived
Can a wife rights supersede someone else named as medical directive California
Philip's answer
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Answered on February 08, 2017
I'm not sure from your question if your brother has already named you his agent under his advanced directive/health care power of attorney or not. ...
Archived
One man two sons no will settlement after death. Should the money been shared is there anything that can be done now?
Philip's answer
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Answered on February 04, 2017
If the settlement is being paid to his estate, and the total of that settlement and any other property that would be considered subject to probate...
What should I do, by banking error my Social Security Number was leaked, what are my options?
Philip's answer
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Answered on February 03, 2017
Do not use any more of those checks. Perhaps the bank will do a complementary re-print omitting the SSN,
Archived
Can someone ask to be removed from an estate trust due to owing the IRS money so the other beneficiaries would receive more?"
Philip's answer
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Answered on January 29, 2017
I am assuming from your question your mother has passed. If not, the best solution is for her to modify her trust to make his share irrevocable...
Archived
A 62 year mother being abandoned by her son, for whom she invested all of her life's earnings
Philip's answer
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Answered on January 29, 2017
California has what are known as filial responsibility laws. Family Code, Secs. 4400-4403 detail the extent of this. For a parent that is...
Archived
How do I change the name on the deed?
Philip's answer
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Answered on January 29, 2017
Assuming your final order settling the estate and for distribution is in proper order, and references the house by legal discription, all you have...
Archived
What license is required of a senior living community to take care of resident diagnosed with Dementia?
Philip's answer
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Answered on January 16, 2017
In CA, Assisted Living and Board and Care Facilities are both licensed by Community Care Licensing, a division of the Department of Social...
Archived
What do I need to do to settle an estate of my son who died intestate in CA?
Philip's answer
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Answered on January 16, 2017
I agree with my colleagues about the small estate affidavit process. I would add only that under your facts and CA intestacy law, you would be sole...
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