Inheritance protected from MediCal Reimbursement? Special Needs Trust or Revocable Living Trust
You should talk to an attorney before accepting the inheritance as the amount may disqualify her from receiving Medi-Cal.
Redwood City, CA
Estate planning Lawyer at Redwood City, CA
Practice Areas: Estate Planning, Trusts, Probate
You should talk to an attorney before accepting the inheritance as the amount may disqualify her from receiving Medi-Cal.
The trust controls assets that are owned by the trust. The will may determine the disposition of assets held outside of trust. You will probably...
It depends upon how the property is titled. If it is joint tenancy, then it would go to the surviving joint tenant. You should ask your mother to...
Yes, you need an attorney to review the trust and court filings to determine if you have any remedies available.
If no trust copies can be found, you can try to look through their bank accounts for the year the trust was made to see if you can find a check to...
Only your brother can give you an interest in his property. Doing so would trigger a property tax reassessment.
Beyond the power of attorney, you should ask what estate planning he has done and if he has consulted with an attorney. If he has not, then you...
The trust should tell you who the alternate beneficiary is. If it is not clearly spelled out, then you should take the document to an attorney for...
If your husband predeceases you, you will have full ownership of the property and its debts. As long as you pay the mortgage, the lender should...
There are several diverse issues here that you should seek counsel on. The title will need to be checked, documents on the loan reviewed, and his...