Archived
I have power of attorney of my mother's estate. She is deemed not sound of mind. Can I access her accounts to pay her bills?
Marty's answer
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Answered on April 20, 2019
The power of attorney will give you access to her accounts during your mom’s lifetime. However, the POA will no longer be valid upon her death....
Archived
What are good options to preserve my brother’s share of assets that is currently held under my mother’s trust, once she passes?
Marty's answer
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Answered on April 16, 2019
It is possible but your mother will have to sign an amendment. There are lots of different strategies, some that will mean you manage the funds...
Archived
I was curious could my grand father set up his estate will that it should be passed down from one generation to the next?
Marty's answer
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Answered on April 16, 2019
Your grandfather's trust became "irrevocable" upon his death. The trustee of the trust must follow the terms of the trust. Some trusts can be...
Can a Trust, created in California, have a successor Trustee who lives in UK?
Marty's answer
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Answered on April 16, 2019
It is possible for a California trust to have a trustee located out of the united states. That said, some things may be more difficult. For...
Archived
Irrevocable trust my grandfather set up?
Marty's answer
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Answered on April 16, 2019
This simple answer to your question is Yes. Your grandfather could set up a trust so that his child would have a "life estate" in his property and...
Archived
If my grandmother is in the hospital and ive stayed with her over a year does her sister which is power of attoney evict me?
Marty's answer
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Answered on April 16, 2019
The agent under the power of attorney (your great aunt) does have the authority and duty to collect fair rent and or evict a person living in the...
Archived
How can I get my fathers medical records if my sister in the trustee but refuses access? She also took his one mil estate?
Marty's answer
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Answered on November 05, 2017
You need to meet with a lawyer ASAP. Your right have been violated.
Archived
Do I have any rights to my mothers healthcare if her boyfriend has power of attorney? *urgent currently happening*
Marty's answer
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Answered on November 05, 2017
As long as your mom was competent when she signed her health care power of attorney then you will not likely override it. However, it does not...
Archived
Will I be able to get help to move out of a house that has been making me and my kids sick?
Marty's answer
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Answered on November 05, 2017
You need a lawyer that handles mold littigation. You may have a strong case and they are often taken on a contingency.
Archived
I am 64 years old, disabled and have been for years. I recently got a work comp settlement and need to protect my benefits.
Marty's answer
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Answered on November 05, 2017
Yes, what you need is a D4(a) self settled special needs trust. Depending on the amt you received however there maybe some better options.
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