My dad passed away and my brother got everything he had and told me that he was going to put a restraining order against me ?
Ivette's answer
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Answered on July 20, 2020
Hello,
The fact that he is threatening you is suspicious. I would highly encourage you to consult with a local attorney. Contact your local...
Do I need to give their guardian or mom a copy of the trust, if the beneficiary are minors?
Ivette's answer
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Answered on July 17, 2020
Hello,
As Trustee you can petition the court to appoint a guardian ad litem to represent the interests of your step-children.
Contact a local...
Is it necessary for my mother to hire an attorney to handle the wrongfully denied benefits to her Long Term Care Policy?
Ivette's answer
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Answered on July 17, 2020
Hello,
I would encourage you to follow the appeal process first before getting an attorney involved.
Can a married couple's joint revocable trust be revoked/dissolved by one spouse without the other's knowledge?
Ivette's answer
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Answered on July 16, 2020
Hello,
You need both spouses' approval unless the asset is a separate property asset.
Archived
Do you recommend making a Retirement Trust the beneficiary of my IRA? What is a Retirement Trust?
Ivette's answer
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Answered on July 15, 2020
Hello,
The IRA Trust extends the time that your beneficiary has to withdraw retirement funds. That is a simplistic answer because there is much...
My friend wants to change conservatives because he feels he’s not being treated fairly. And just feel more comfortable with the
Ivette's answer
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Answered on July 13, 2020
Hello,
If your friend has mental capacity and cause he can petition the court to change conservators. The court would have appointed an...
Can I contest a revocation of a durable power of attorney?
Ivette's answer
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Answered on July 13, 2020
Hello
Obtaining the temporary conservatorship is your best option to help your father.
Archived
When does statue of limitation run out for pursuing elderly financial abuse in San Mateo Ca?
Ivette's answer
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Answered on July 13, 2020
Hello,
Call local counsel that specialize in financial elder abuse and the DA in San Mateo county to report this.
The attorney may do this on...
In 2013 a son had his 79 year old mom change her trust to irrevocable
Ivette's answer
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Answered on July 13, 2020
Hello,
Depending on the documents and facts, it may be possible to reverse, but the Mother needs to retain a local attorney for assistance as it...
EIN FOR A REVOCABLE TRUST?
Ivette's answer
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Answered on July 09, 2020
Hello,
Since it is a revocable living trust, you would use the SS# of one of the grantors.
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