I sent a message a few minutes ago about my sister becoming Trustee of my incapacitated mother who is now deceased (5 mos ago).

A determination of whether your mother was incompetent at the time she signed the document is one that will have to be made by a trier of fact. ...

Need a durable power of attorney form to take to jail in jackson ca

You can obtain a financial durable power of attorney form at many stationery stores or online.

I am the sole trustee of a revocable living trust. I have my children as beneficiaries . to share equally in the estate.

Yes, they can be successor trustees, but do you mean co-trustees? Or one after the other? Another important item is that the trust be funded by...

I'm the trustee for one of two heirs of their father's estate. We're now primarily dealing with his Dynasty Trust. (cont.)

Your duties as trustee are as set forth in the trust. To violate those duties could make you liable to him for breach of fiduciary duty. While...

A sibling had my aging mother co-sign on condo loan, other siblings want mom's name off loan, what can we do?

If your goal is to take your mother's name off the loan, the loan will first have to be repaid... Does your mother appear on title to the...

Need police report for guardianship trial.

Are you represented by counsel? Are you taking depositions? There may be witnesses to testify to the occurrence. The report itself is likely...

You may be thinking of an Employee Stock Ownership Plan (ESOP) which is a type of deferred compensation plan that owns some of the company stock....

Block temporary conservator from becoming permanent conservator. Who is in charge of family trust, conservator or current exec

A conservator can generally only change an existing trust by petitioning the court to use "substituted judgment" for the...

Where do you show the liabilities such as the mortgage on an inventory and appraisal and on the summary of accounts.

An inventory and appraisal is used in probate of an estate. Real property is appraised by the assigned probate referee. It only shows date of death...

The usual "shelf life" of a trust is 7 to 10 years. By that I mean documents should be reviewed at least that often. Family circumstances...