Archived
What is the best way to protect against catastrophic end of life medical bills so I can leave a small inheritance for my heirs?
Alan's answer
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Answered on June 01, 2015
For most people, maximizing the money in IRAs and similar retirement plans is the simplest asset protection available.
There are some strategies...
Archived
Can my partners mother just throw me and my stuff out and now be staying in our apartment leaving me out on the street
Alan's answer
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Answered on May 30, 2015
Are you on the lease? Who has the no contact order? Was your partner present at the hearing?
Is he in a conservatorship? Almost impossible for...
Archived
Do you think it would be okay to use the "Mental Health Advance Directive Declaration form" from NAMI website for California?
Alan's answer
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Answered on May 30, 2015
Without reviewing it (and charging you) I cannot tell you if the declaration will work.
There is a state law, but counties have to join in, that...
Archived
How to get bank Salute Your Shorts of deceases released to trustee.
Alan's answer
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Answered on May 30, 2015
be sure you are talking to an "officer of the bank." That is a person who can bind the bank.
If the account is in trust, you may need a...
Archived
How do I prioritize which creditors get paid and what percentage on my mothers insolvent estate in Califirnia.
Alan's answer
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Answered on May 29, 2015
What is the gross value of the estate? If it is less than $150,000 you would not need to do a probate.
If it is over $150,000, someone may need...
I need small estate affidavit to transfer stocks from my mother to myself
Alan's answer
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Answered on May 28, 2015
In addition to the small estate affidavit, you will probably need to supply the transfer agent with an "affidavit of domicile" for your mother. If...
Archived
I wanted to find out if I have any claims to my late stepmother's estate.
Alan's answer
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Answered on May 28, 2015
Unless you were adopted, would have been adopted but for a legal problem (Usually a birth parent will not give permission), are named in the will,...
Archived
Mom passed away last year, my sister is the trustee of her estate,against mom's wishes I want to know is it legal for my sister
Alan's answer
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Answered on May 28, 2015
You will need an attorney to help you.
The presumption is that the $100k is a gift. BUT, there is a question of your mother's capacity when she...
Archived
I'm in Chapter 7 petetitioand we have a status conference set the Trustee attorney filed s status report. Do I need to file one?
Alan's answer
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Answered on May 25, 2015
We need more information. The conversion may have resolved the problem. BUT, what is the status conference about? Unless there is something really...
Archived
I filed Chapter 7 and was not in my home at the time of filing so didn't receive the exemption. I have back taxes but the
Alan's answer
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Answered on May 25, 2015
You need an attorney who knows chapter 7 and 13. You may be able to safe your house, BUT you may have to dismiss and refile. The trustee will...
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