Archived
When an individual petitions to be appointed a Conservator, do all the beneficiaries of the estate get notified?
Philip's answer
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Answered on November 23, 2016
A Petition for conservatorship may indeed be the right step. Also, a petition demanding an accounting of your former SIL's activities as agent...
Archived
Special needs trust, dad died, Jan, 2016. Left $25K to granddaughter,mental issues, is this first or third SNT?
Philip's answer
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Answered on November 22, 2016
A threshold question is whether or not she's even on means-tested benefits requiring a SNT. Assuming she is, if Dad set this up as a valid...
Archived
What is the effect when the original and all copies of a revocable living trust are lost?
Philip's answer
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Answered on November 01, 2016
Do NOT make representations to 3rd parties about trust terms you are only guessing at. The "trustee," or whoever else does that knowingly, is going...
What is a lower-cost alternative to a special needs trust or pooled trust?
Philip's answer
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Answered on September 22, 2016
If your mom already set it up in a 3rd party special needs trust, it shouldn't be any more expensive than the attorney and trustee's fees. If a...
Archived
I will be receiving an annuities from my husband retirement benefits what kind of attorney do like need?
Philip's answer
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Answered on September 21, 2016
I'm sorry to hear about your husband. A good start would be an estate planning, trust and probate specialist. A consult should answer your...
Archived
A family member wants to transfer $800 a month to my checking acct associated w my SSI/SSDI, will I lose my benefits?
Philip's answer
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Answered on September 13, 2016
I answered you other question...but this one has more detail regarding your benefits. You would loose your SSI and along with it your Medi-Cal. ...
Archived
On SSDI & SSI family wants to transfer $800 per month to banking acct will I lose my benefits?
Philip's answer
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Answered on September 13, 2016
As said, it will not affect your SSDI, but would affect your SSI, if you receive it, as well as your Medi-Cal,or any other means-tested benefits....
Archived
How do I file a will in court for a small estate?
Philip's answer
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Answered on September 06, 2016
If you have the original of the will, the law requires that you deposit it with the court. within 30 days of knowing of your dad's death. (CA...
Archived
Father passed, had will and trust, but will and trust was in first step moms name
Philip's answer
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Answered on August 30, 2016
You have more than a few issues here. I suggest you see a Estate Planning Trusts and Probate attorney in your area to help you sort this out. ...
Archived
If I am the trustee of a irrevocable life insurance trust am I suppose to have to file information in my tax returns annually?
Philip's answer
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Answered on August 25, 2016
As the previous answer indicated, it depends on what is in the trust and the terms of the trust. Irrevocability alone does not mean that the trust...
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