You should consult with a local attorney about setting up a separate first-party special needs trust and then funding it with the proceeds of the...

Can a trustee of an irrevocable trust be forced to open probate by a creditor with a meritless claim?

I agree with attorney Daymude. A fine point that gets lost in the specifics of any response to your question is this: this is not an easy...

How to retain favored tax status on IRA when a custodian refuses the see-through (inherited IRA) provision?

Assuming your trust agreement contains a see-through provision, have your estate planning attorney send a letter to the custodian explaining this...

How Do I Get This Letter Of Testamentary Off The Internet

Is the value of her estate (including this IRA account) under $150,000? If so, you should be able to get the funds using a small estate affidavit. ...

There are professional fiduciaries/trustees that charge both ways. Have your estate planning attorney give you a couple of referrals, and you...

Financial Elder Abuse? My brother secretly sold my cognitively impaired mother's property. 3 conveyances followed.

Yes, this sounds like financial elder abuse. There are no easy answers or quick remedies, but hire an experienced litigator asap.

Depends on the type of investment accounts these are, the language of the trust agreement, its asset schedule, and what you are ultimately trying...

Sorry for your loss. As Attorney Usher rightly advises, probate can take 9 months or more, depending on the complexity of the case and the...

Just because a will is witnessed by a notary....

A will is not required to be notarized in California (just needs to be witnessed by two witnesses). The subsequent desire to change a will...

Sorry to hear about your loss. Did your father die without a will? Was probate opened? And what was the size of the estate (over $150k)? If he...