Archived
Elderly case. Public Guardian steps in does this mean Power of Attorney rendered invalid, revoked or not till court order?
Ronald's answer
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Answered on December 15, 2014
If the Public Guardian "stepped in," I assume that this means that the Public Guardian was appointed by the court as the conservator of the estate....
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Archived
Three beneficiaries on 120 day waiting period. At 105 day one of the beneficiaries dies. Does 120 days start over?
Ronald's answer
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Answered on November 18, 2014
The 120 day period following the admission to probate of someone's will is for the purpose of contesting the will and for creditors to submit...
Archived
How to protect my assets and well being if I marry someone who has almost 0 assets?
Ronald's answer
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Answered on November 18, 2014
California does not recognize common law marriage. If you are to be married, based upon what I am hearing from you, you should have a prenuptial...
I'm one of 8 listed on the trust. How do we know what accounts our mother had? any life insurance?
6 of us are blinded
Ronald's answer
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Answered on November 18, 2014
I assume that your mother has passed. Please accept my condolences. If the 2 siblings are listed as "trustees", they are required to provide...
Archived
(1) Is naming a beneficiary besides a successor trustee in a living trust ESSENTIAL at all?
Ronald's answer
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Answered on November 18, 2014
A trust is required to have a settlor - the person who creates the trust, a trustee - the person who administers the trust, and a beneficiary - the...
Archived
Discretionary trust with trustee who abuses beneficiary that trustee says is nothing to her and not entitled to anything.
Ronald's answer
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Answered on November 18, 2014
It all depends on what the trust says. If the payout is in the sole discretion of the trustee, the trustee has broad discretion. However, not total...
Archived
What Form # do I use to Petition a copy of a Revoccable Living Trust in the Los Angeles Superior Court? I cannot locate on web.
Ronald's answer
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Answered on November 18, 2014
There is no such form. You need to see an attorney to have her/him draft a petition for an accounting. If the conservatorship is granted, the...
I filed a petition to remove the trustee, account, and appoint a new trustee in the county where the trust was executed.
Ronald's answer
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Answered on November 18, 2014
First off, the proper county of jurisdiction is the county of residence of the trustee, where the trust is being administered. You aren't entitled...
Archived
Does a POA give a person the right sell a living persons household belongings without giving an accounting to other heirs?
Ronald's answer
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Answered on November 18, 2014
Giving someone your power of attorney is very serious and gives the attorney in fact the legal ability to do with your assets what they deem to be...
Archived
My brother and his wife are 86 and he has alzheimers. I need a power of attorney if anything happens to her. How do I get this?
Ronald's answer
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Answered on November 18, 2014
In order for someone to have the power to give a durable power of attorney, they must have sufficient mental capacity as defined in Probate Code...
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