Successor trustee, real estate and cash assets involved, reverse mortgage, may be subject to forclosure, assets in California.

The cash assets will be needed to pay the Trustee and attorney fees, court costs if any and accounting fees among other things. THEN, it is used...

How is the amount of annual Required Minimum Distrabution calculated/estimated for $5000 and $30000 IRA account balance

The IRS has an excellent website full of various self help forms [ http://www.irs.gov/pub/irs-tege/uniform_rmd_wksht.pdf] if you are unable to ask...

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What is the best way to get an LPS conservatorship of my mother.

A mental health (LPS) conservatorship is special type of conservatorship in California, designating an adult to be responsible for a mentally ill...

The request for compensation for the Conservator MUST be approved by the Court as just and reasonable under Probate Code 2640 et seq. It is not an...

How do I file a claim against an estate in NC? My Grandmother passes away without a will, she was predeceased by my grandfather?

All of the above information is helpful. What you do not say is what type of claim are you talking about? It may make a difference in the steps...

Trustee/Conservator Liability

Hindsight is always 20/20. What you don't state are any reasons or justifications for selling the policy the Conservator may have had. He cannot...

What can I do about getting my 90 yr old father who has alzheimers into a facility if my sister has power of attorney?

You will have to step it up and file an action to be appointed your Father's conservator; some states call it a guardian. In doing so, you can...

What paperwork is needed to become an administrator of estate and obtain guardianship

Mr. Fromm gives typically excellent advice. I do not understand how the joint account can be "on hold". Usually, a joint account passes to the...

Trust fund

You can start by asking your Grandparents for a copy of the Trust and see where that gets you. If they hand it over, read it and see if you can...

Do I have to prove to dad's creditors that his estate is insolvent?

Often in this type of situation, it is easiest to file for a probate style process through which all creditors have to file a claim or be...