Hello, Was the Quitclaim Deed signed by your Mom and notarized? Was it filed with the county recorder's office? if not, it may not be...

Hello, Sorry to hear about your Aunt. Please note that the DPOA terminates upon her passing. If her assets are less than $150k she can do a...

Hello, If you have both your Grandma and Dad's DPOA, you have the legal authority to this information. You should consult with a local attorney...

So the brother who has the remainder interest wants to deed his interest to the sister who has a life estate? If this is correct, the brother has...

Do I have to report inheritance from another state to med-cal and Cal fresh? If so what documentation do I need to provide?

Hello, You have to report to Medi-Cal, even if you disclaim the inheritance. There is an option using a self established 1st party special...

Can a beneficiary ask to be taken off a will of trust?

Hello, If you Mom has mental capacity, she may want to consider having a trust prepared, titling all of her assets to it and then leaving...

Lawyers to consult for lottery winner

Congratulations to your friend. She should consult with a financial advisor and prepare an estate plan. She may also want to consult with a tax...

Hello, I recommend that you contact the attorney who prepared your trust to assist you with trust administration. This is the necessary...

Can I expect a trustee lawyer to insure my mom is compus menti before he solicits her signature on a revocable trust document?

Hello, Best practice is for the lawyer to insure that the individual has the mental capacity to understand what he or she is signing. This is an...

Cashing a IRS stimulus check with a POA?

Hello, the terms of the DPOA should provide that it is currently in effect and that she has the legal authority to cash the check for you.