How can I dissolve the Special Needs Trust left by my Mother?
Hello, I recommend you consult with an attorney experienced in doing SNTs. Have him or her review the terms of the trust and what are the...
San Ramon, CA
Estate planning Lawyer at San Ramon, CA
Practice Areas: Estate Planning, Elder Law ... +2 more
Hello, I recommend you consult with an attorney experienced in doing SNTs. Have him or her review the terms of the trust and what are the...
Hello, Grounds for conservatorship in CA are for mental incapacity e.g. Alzheimer's, Parkinson's, etc. You will need a doctor's note confirming...
Without seeing the actual DPOA it is difficult to comment. But in general, since the grandma purchased it while she still had capacity, it is a...
Since your mother owns these assets, unless specifically left to your siblings, it is recommended that she retain counsel to develop her Trust and...
Charitable trust have complex tax issues and legal issues that cannot be resolved or discussed in this forum. It is recommended you retain...
Yes, but I would encourage you to consider also doing a trust so your daughters can avoid probate.
If the trust is not clear, you may want to file a petition to have Judge determine, especially if it is frustrating the administration of the trust.
Hello, Your mom’s trust is irrevocable upon her passing, so it cannot be amended, unless you petition the court and it is approved. If you...
Hello, I would not recommend it, especially if his name is on it. If he is no longer living there, you can advise this woman to put the account...
Hello, Your Mom's trust has to be administered and you are responsible since you are the successor trustee. I recommend you retain counsel...