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Can I be bought out of Donald-Eagle Enterprises, LLC when I am one of two trustees in ABC Family Trust?
Michael's answer
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Answered on February 09, 2016
Your rights and capabilities depend on the wording of your trust and its terms and conditions. I will work under the presumption that you and your...
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Archived
What state must I hire an atty in first.
Michael's answer
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Answered on January 28, 2016
If all of your Aunt's property is in the name of the Trust by your Aunt having recorded a deed or a title on the bank account with her as Trustee...
Archived
Should I request contact information for the lawyer and accountant and ask them these questions?
Michael's answer
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Answered on January 26, 2016
You do not state if the person who created the trust (Trustor or Settlor) has died. Presuming they have died you should attempt to obtain a copy...
Archived
What happens to my father's 401k and social security after he dies?
Michael's answer
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Answered on January 22, 2016
If your father died at least two years ago, your first step is to check the California unclaimed funds website and plug in your fathers name. If...
Can the lawyer drafting changes to a trust also be the notary?
Michael's answer
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Answered on December 22, 2015
Yes, the attorney who drafts a trust can act as a notary in acknowledging the signature of the Trustor executing the trust as long as he/she does...
Archived
How do I keep my brother from undue influence and interfering with my duties as trustee of my FA estate to care for him?
Michael's answer
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Answered on December 07, 2015
I recommend that your first call should be to Orange County Adult Protective Services where you will make a complaint about your brother. If their...
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My dad left 1/2 his community property to my mom and his entire estate to the family trust.They were married over 50+ years.
Michael's answer
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Answered on November 16, 2015
I agree with attorney Shields. It is impossible to advise you without knowing what your parents assets are, what the terms of the trust are, etc. ...
Must I submit a "Preliminary Change of Ownership Report" with my Affidavit of Change of Trustee?
Michael's answer
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Answered on October 20, 2015
The purpose of the Preliminary Change of Ownership Report (PCOR) is to give notice to the County Assessor who to send the tax bill to and who is...
As durable POA, can I withdraw money from savings acct. and deposit it in another bank to avoid fraud/undue influence by Bro.?
Michael's answer
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Answered on October 15, 2015
I assume your father's power of attorney is a durable power of attorney. The power of attorney only becomes active if your father orders it or the...
Archived
I have not filed any documents into the court, I live out of state and don't get along with the trustee, instead of fighting
Michael's answer
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Answered on July 29, 2015
You cannot write a letter to the judge. This would be considered unfair because the other party would not be aware of the communication and the...
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