Archived
If you have a 5Million dollar estate, how much should you gift your two kids
this year. If next year is 1M,
Cristian's answer
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Answered on December 11, 2012
There is really no cookie cutter approach to advising high net worth individuals with regards to wealth transfer. Obviously the estate tax is a...
Archived
What to do to prepare for probate trail what forms need to be filled out ??
Cristian's answer
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Answered on December 11, 2012
I agree with both of my colleagues above. Just to give you an idea of the what you are up against, I spent three years in law school followed by...
Can a court appointed conservator change the existing will of the person the conservator is representing?
Cristian's answer
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Answered on September 13, 2012
The short answer is that yes, it's possible for a conservator to make certain changes to a will. However, that does not mean they can ABUSE that...
Archived
How to properly settle a civil case and what is the court's supervision of settlement?
Cristian's answer
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Answered on July 29, 2012
I strongly suggest you have a lawyer represent you in negotiating and properly finalizing any settlement.
Archived
A friend of mine has been taking care of his aunt (age 101) for 19 years. The actual trustee (age 95) is the woman's brother.
Cristian's answer
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Answered on July 29, 2012
There may be a statutory basis to seek a court ordered modification of the trust to confirm your friend as successor trustee. Feel free to have...
Archived
Can you have a criminal history and be a conservator? Misdemeanor ? or have pending charges or be under investigation?
Cristian's answer
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Answered on July 27, 2012
A conservator will need to post a fiduciary bond, and will therefore need to be bondable.
Archived
How are assets protected upon death from Medi-Cal?
Cristian's answer
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Answered on March 26, 2012
The way to avoid recovery against the estate for Medi-Cal services is to make sure that the asset is no longer in mother's name on her passing. ...
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