As a successor Trustee, is trustee entitle to access and manage a checking account list on the asset list of a living Trust?
Robert's answer
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Answered on June 22, 2022
All depends on whether your mother re-titled the bank account into her living trust. If she did, then as successor trustee you should have access...
How do I get control of my father's finances if he is unable to take care of himself?
Robert's answer
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Answered on June 21, 2022
Sounds as if your father is too far gone. You will need to hire an elder care attorney and file for conservatorship to get control of his finances.
What do we do from here?
Robert's answer
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Answered on June 20, 2022
I agree with attorney Sliheet. Opening a probate will flush out all the creditors and force production of a will if any. The life insurance passes...
How do I remove my daughter in my home title?
Robert's answer
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Answered on June 20, 2022
There are no "backsies" in real estate titles. If you put your daughter on title to your home, she is entitles to a portion of ownership depending...
In California, am I entitled to an elective share of my late husband's estate property ?
Robert's answer
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Answered on June 19, 2022
Maybe. These things are very fact specific. You should consult directly with a probate lawyer who can analyze all the facts to give you an answer.
If I am buying a property and in the contract it states if owner dies the property the property goes to us free and clear. Do I?
Robert's answer
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Answered on June 17, 2022
You need a real estate lawyer to sort this out for you.
How do if my mother left a will ?
Robert's answer
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Answered on June 17, 2022
Hard to tell for sure without more information, but if your mother was married at her death, in all likelihood everything went to her husband. If...
What are my responsibilities of my dad when his wife of 32 years is still of sound mind and body?
Robert's answer
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Answered on June 16, 2022
I agree with both of my colleagues. I suggest that you consult with an elder law attorney and discuss the need for a conservatorship. His pension...
In a formal fiduciary relationship, the trustee is governed by the written trust agreement and by what?
Robert's answer
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Answered on June 15, 2022
There is the common law of trusts which sets forth the rules that have been established for years, and there is the California Probate and Trust...
Will Medicaid or Medicare put a lien on my mobile home if i sell it?
Robert's answer
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Answered on June 15, 2022
Put your mobile home into a living trust. The property will then pass pursuant to the living trust at your death and Medi-Cal will not be able to...
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