Would you recommend a UTMA or family access trust?
Hello, With an UTMA, the assets are distributed at a specific age [18 or 22] -- depends on plan. With a trust you can control how the assets...
San Ramon, CA
Estate planning Lawyer at San Ramon, CA
Practice Areas: Estate Planning, Elder Law ... +2 more
Hello, With an UTMA, the assets are distributed at a specific age [18 or 22] -- depends on plan. With a trust you can control how the assets...
Hello, This is a forum to provide general advice. It appears that your are requesting assistance specific to your matter and it is recommended...
Hello, Generally, Medicaid makes claims against any assets of the deceased who received benefits. Each states administers Medicaid...
Hello, Your Mom needs to transfer title of the house from the trust to herself and to you and cousins and siblings if the house was also left to...
Hello, While your Mom is alive, her trust is private. If you are a beneficiary, when she passes you can get a copy. If your Mom did not have...
Hello, The probate code would determine priority of payment and amount of payment for the executor and attorney. It is recommended that you...
Hello, The trust became irrevocable upon his passing and is an administrative trust to wind down his affairs. If your parents' trust set up the...
Hello, Generally POAs are for control over finances for the benefit of the person who gave the agent the authority to act on their behalf. The...
Hello, It is recommended that you consult and consider retaining a Florida attorney to assist you with the guardianship. You are out of state...
Hello, Inheritances are separate property and only become community property if commingled with a spouse's assets.