Archived
How can I get my mom's oldest son to give her other children an accounting of his POA actions before her death?
Heidi's answer
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Answered on September 18, 2017
The Agent under the POA might have also been acting as Trustee of the Trust. If you believe you are a beneficiary of the Trust you can request an...
MY AUNT'S WILL WAS WRITTEN UP BY HER LAWYER FRIEND AND THE FRIEND IS THE BENIFICARY OF THE HARD ASSET THE HOUSE AND THE RV.
Heidi's answer
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Answered on September 18, 2017
Probate Code Section 21380 states that there is a presumption of undue influence if there is a provision in a will giving property to the person...
Archived
Are there any circumstances in which an irrevocable trust can be amended?
Heidi's answer
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Answered on February 02, 2015
There are limited circumstances when the terms of an irrevocable trust can be changed. One example is through a commutation which requires consent...
Archived
Father passed away, we need info on what will happen to his property, only his name was on the title. There's still a mortgage.
Heidi's answer
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Answered on February 02, 2015
Generally speaking, if there is no Joint Tenant on the property and the value is over $150,000 a probate proceeding will be required to transfer...
