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Hello, my name is Mary and I have a question about financial elder abuse. My put his house in my brothers name
Alan's answer
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Answered on April 03, 2015
As the other attorneys have said, the problem is the transfer to your brother. Did your dad really intend for him to have the house to the...
Archived
Reporting death to SSI? Death certificate? WILL?
Alan's answer
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Answered on April 02, 2015
The death certificate is usually ready a week after the burial or cremation. UCLA should have or soon will provide the information and record the...
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Statute? trustee hiding revision or will?
Alan's answer
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Answered on April 02, 2015
I am unable to find any case law about a trustee failing to disclose a trust or trust amendment.
Estate of Coleman (2005) 129 Cal.App.4th 380 [28...
In CA, how long does it take to get letters to administer an estate? There is a house involved.
Alan's answer
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Answered on March 30, 2015
From the time the court approves the petition until the letters are issued depends on the county. It can be a few hours, if the judge signs the...
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Small estate affidavit
Alan's answer
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Answered on March 30, 2015
If the gross value of the proratable estate is less than $150,000, then the heirs can wait 40 days from date of death and use a small estate...
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I read a creditor has 1 yr from the date of decedent's death to file a claim? Is it better to open probate 1 yr after death?
Alan's answer
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Answered on March 29, 2015
I would not wait.
If a creditor or relative finds out that your mother has died, they can send you a letter demanding the probate petition be...
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Probate what is it
Alan's answer
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Answered on March 28, 2015
Unless the proratable assets are less than $150,000 a probate is necessary. Assets not counted toward the $150,000 are joint tenancy property,...
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If a person dies in Mar. does his income tax still have to be filed and paid (Apr) on the deceased's behalf?
Alan's answer
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Answered on March 28, 2015
Yes, a 1040 and 540 will have to be filed for 2014 AND for 2015.
Usually the insurance company will only need the death certificate. HOWEVER,...
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Is there any type of agreement so my mother can get an advance on her future inheritance?
Alan's answer
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Answered on March 28, 2015
If the person is still alive, it is going to depend on that person's estate plan. If it has a "spendthrift clause" in it, a lender is going to be...
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What is statute of limitations of health care costs, bills for a deceased person from the stand point of the widow?
Alan's answer
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Answered on March 27, 2015
The wording sounds like Medicare statements. Is that what they are? Medicare claims can bounce around for a long time before medicare pays them and...
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