Questions answered by Sally G Bergman

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Upon death,How do we ensure all assets are transferredToSurvivingspouse? Can Medicare PursueRecoveryForMedicareBenefitsProvived?

Sally's answer | Answered on November 20, 2018

Medicare does not pursue recovery, but Medi-Cal does. However, Medi-Cal pursues recovery only against assets that are subject to Probate. Assets...

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If I'm listed as a beneficiary on a will for the house and a loan is still owed do I consume the loan?

Sally's answer | Answered on November 16, 2018

If you want to keep the house, you would be responsible for paying the loan. If the house is not in a living trust, the house would have go...

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If my sister was ?

Sally's answer | Answered on November 08, 2018

I'm very sorry that you are faced with all of these tragedies. Unfortunately, you will have to apply as your nephew's Social Security Payee. I've...

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What county to file probate?

Sally's answer | Answered on November 08, 2018

A probate is typically filed in the County where the deceased resided at the time of his/her death. If a probate action is necessary, the wife...

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Do I have to list my Bank Accounts on Schedule A if they all have Co-owners?

Sally's answer | Answered on November 05, 2018

I'm sorry that you must be experiencing a life-changing event that has prompted you to ask this question. I would strongly urge you to immediately...

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Would you need to go through probate if the property is listed on the Living Trust???

Sally's answer | Answered on October 20, 2018

In addition to the property being listed in the Living Trust document, there should be a deed recorded transferring each property into the name of...

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Its that time in my life due to my 92 year old mother with demension requesting (how do i get a quit claim deed?

Sally's answer | Answered on October 07, 2018

If your mother's dementia has progressed to the stage where she no longer has the mental capacity to make decisions about her financial affairs,...

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Does the Trust law of California or the Trust language prevail?

Sally's answer | Answered on October 02, 2018

Assuming there are no unlawful provisions in the trust document, the provisions of that document will prevail. You may want to have an attorney...

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What if my name is on the deed & not in the will?

Sally's answer | Answered on October 02, 2018

A transfer of real property by valid deed while alive means the property is no longer in the estate and cannot be passed by will. If there is any...

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Property I inherited has a trust and it can't be found what do i do

Sally's answer | Answered on October 01, 2018

Contact an estate planning and/or probate/trust administration attorney as they would know different ways to possibly locate the trust documents.

Sally G Bergman's Answers (1328)

Upon death,How do we ensure all assets are transferredToSurvivingspouse? Can Medicare PursueRecoveryForMedicareBenefitsProvived?

If I'm listed as a beneficiary on a will for the house and a loan is still owed do I consume the loan?

If my sister was ?

What county to file probate?

Do I have to list my Bank Accounts on Schedule A if they all have Co-owners?

Would you need to go through probate if the property is listed on the Living Trust???

Its that time in my life due to my 92 year old mother with demension requesting (how do i get a quit claim deed?

Does the Trust law of California or the Trust language prevail?

What if my name is on the deed & not in the will?

Property I inherited has a trust and it can't be found what do i do