Archived
Can I list a house for sale for my Dad. Since he has dementia? He asked me too. Has a crime been committed?
Philip's answer
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Answered on October 05, 2014
There are a lot of moving p;arts to this question. Tax issues, public benefit issues, legal authority, and more. See an experienced elder law...
Archived
Does a nursing home resident have to pay back the nursing home if they did not have Share of Cost until Sept 2014?
Philip's answer
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Answered on September 25, 2014
If someone has zero share of cost based on Medi-Cal determination, and then later acquire additional income or property, that may change their...
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Archived
Is it ever proper for an attorney to also act as a notary for a client who is a trustee of a large estate?
Philip's answer
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Answered on September 08, 2014
Yes, there is nothing wrong per se with an attorney notarizing a document for his client. A notary is only verifying that the person who signed is...
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Do I need a personal injury attorney,?
Philip's answer
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Answered on September 08, 2014
Not sure what you mean by "Recuperative care." If the facility is a rehab skilled nursing facility, they have a legal obligation to provide such...
Archived
What can I do to have my adult children inherit my property share from my 2nd marriage upon death; I'm 19 yrs older than him.
Philip's answer
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Answered on September 03, 2014
Most common would be a joint trust, agreeing that if you died first he could continue to live there, but locking in your 1/2 share for your kids. ...
Archived
Have immature child 29,She is 50% beneficiary to life insurance; possibly 25% of equity in house. Can I include her in my trust
Philip's answer
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Answered on August 30, 2014
Absolutely! It's your trust, and you get to make the rules. A good estate planning attorney will walk you through many options to protect your...
Archived
Hello, I am a recent widow. My husband and I had a split trust which is now in my name only.
We have two adult daughters.
Philip's answer
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Answered on August 29, 2014
What your rights are, or the rights of your daughters, will be determined by the language of the trust. Sometimes the survivor of a "split trust,"...
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I own a home paid in full below 500K and very small income from social security, my children want me to do an irrevocable trust,
Philip's answer
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Answered on August 23, 2014
I share the concern of the others that there'[s not enough information to know whether this is a good idea or not. There are significant risks to...
Archived
Durable Power of Attorney with powers of trustee in California
Philip's answer
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Answered on August 21, 2014
The role he is seeking is "successor trustee." The Power of Attorney does not allow you act as trustee. He will need to amend his trust to state...
Archived
Do I need to add my kids to my life ins. policy my wife is bene of, or will it go to them if I put the policy in my trust?
Philip's answer
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Answered on August 20, 2014
It's good your are thinking about a trust. If your wife is the sole beneficiary and she passes first, when you die the policy, if you have not...
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