What is the best way to avoid estate recovery and minimize taxes?

You need to contact an elder law attorney to determine what, if any, is the best way to transfer the property to provide eligibility for medicare. ...

Do I have a claim to equity after marriage and can I direct my wishes after my death in a Trust?

Your question is one that is more appropriately addressed to a family law attorney about your rights to a share of the house. The answer regarding...

Does a Basic Support Trust (typical inter vivos trust language) get Statutory interest (if it was left stale by the Trustee) per

You are mixing up trusts with probate estates. Probate Code Section 12005 that you refer to specifically refers to a devisee of a devise for...

We are seniors have limited funds can we obtain a court order on our own?

If you cannot afford an attorney you can try three sources for help: 1. Call Adult Protective Services if you believe the release of the...

Probate lawyer asking me to sign Waiver of Accounting although I am not a beneficiary under the will. Do I sign?

Attorneys Lively and Fromm have given you good advice. Let me add a few notes of clarification. A handwritten will is referred to as a...

Attorney Fromm is correct in stating that if the trust sells the condo then the funds pass to the trust. However, it has been my observation in...

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Anytime a payment is received under an EIN number, the IRS is notified by the financial institution making the payment. It is prudent and possibly...

Probate Final Petition

Long term disability payments are considered to be in lieu of (in place of) income that would have been earned (but for the disability/injury). ...

Probate - Reimbursement for Cost in Final Petition

You are missing some facts in your question to allow me to give you a full answer. If the executor stored the items in their home then they cannot...

I was just notified my ex husband has died. Our two children are under 18. Are they entitled to his personal property?

Pursuant to California Probate Code Section 6402(a) where a decedent (your ex husband) is not survived by a spouse and left no will, his estate...