This is income, and not a resource, in the month of receipt. If you purchase an exempt asset or pre-pay for needed services before the first day of...

California law prohibits a trustee from conditioning a beneficiary’s receipt of their share on signing a waiver of liability. See an attorney...

You are likely entitled to more information than you are getting, whether you step in as co-trustee or not. And, it may be possible through...

Not sure if this is a probate or a trust administration...but regardless, you are entitled to information. It's better to get out in front and...

This is a complex a Trust Administration matter. For starters, any of the siblings who would prefer to be cashed out at the fair market value is...

This cannot be answered without knowing a lot more about the facts of your case. Undisclosed information and lack of required notice may stop the...

If your brother directly pays the Dr. instead of giving you the money, Mr. Arrasmith correctly says that Medi-Cal would not count it as your asset...

Your facts are textbook for someone who would benefit from an experienced Estate Planning specialist. People often say they only need a “simple”...

Typically in both probate and trust administrations, all expenses of administration are paid “off the top” before distributions are made. That...

Those fees would only be justified in the case of a very large estate with very complex issues and perhaps litigation. And perhaps not even then. ...