Archived
How do I find out if my sister has power of attorney for my Mom.? Is it filed. Mom was staying with her but my sister put her
Joshua's answer
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Answered on September 22, 2015
Unfortunately a Power of Attorney is not filed anywhere. If your mother has seen an attorney recently a Power of Attorney may have been drafted...
Archived
I need a form for power of attorney for health care in California. Also i need a form for finances in california.
Joshua's answer
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Answered on September 21, 2015
Please seek an Elder Law attorney at this point. At this stage, it seems as though your mother is unable to make decisions for herself. There are...
Archived
How do I set up a trust for someone if I don't have their social security number?
Joshua's answer
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Answered on September 11, 2015
Matthew is correct. I would add to consider a private professional fiduciary to act as the trustee until your nephew reaches an appropriate age...
My Dad wants to gift me $200k - what's the best way to do it to ensure its tax free and so that I can buy a new home issue free?
Joshua's answer
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Answered on August 07, 2015
If your dad gives you the money from escrow have him file a gift tax return. If his total estate is worth less than $5,430,000 ($10,860,000 if...
Archived
Appeal Medi-Cal estate recovery claim?
Joshua's answer
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Answered on August 03, 2015
I am sorry for your loss. Is your mother's husband still living? If so, there are strategies to eliminate any recovery claim. If not, then...
Archived
What actions can I take to get access to my house?
Joshua's answer
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Answered on August 03, 2015
Your sister is not necessarily doing anything wrong. She may be preparing to sell the house and then give you your share. She is being contentious...
Archived
My fathers wishes were not to be cremated. Can the family sue me if I do?
Joshua's answer
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Answered on August 02, 2015
I second Richard. Why would you not carry out your father's wishes? Especially if other family wants to follow his instructions?
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
Joshua's answer
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Answered on July 30, 2015
I agree with all answers. Also, the no contest provision in the document is not enforceable in CA anyway. Retain counsel to straighten this out.
Archived
Is it too late too get inheritance$154,900 in a lump sum? if i signed & no accting given trust says 1accounting a month. CA
Joshua's answer
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Answered on July 30, 2015
You need to see an attorney so he/she can review the Trust and accountings.
Archived
Grandma had two children fighting over who should be trustee. She decided neither one should be and was seeking to have BofA
Joshua's answer
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Answered on July 22, 2015
This is a very complex financial elder abuse, conservators hop, and breach of fiduciary relationship case. Please use the Avvo search to seek out...
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