Hello, The Successor TE of your parents trust has a fiduciary duty to release the funds that you son inherited to him absent a conservator. He...

If I owned a bank account with my sister-in-law, would my wife, sister-in-law or estate get my share when I die?

Hello, If you deposited community property assets it would be your wife and sister in law.

Hello, It appears that your sister and you are successor trustees of your Mom's trust [executor is for a Will]. Please note that you have a...

How many years are you required to keep bank statements??

Hello, Are you parents still alive? if yes, who is their agent - under their power of attorney - or - successor trustee - if they have a trust....

Hello, Since the Will is being probated in Virginia where your Dad passed, you will need to retain a lawyer there to assist you with your...

Hello, There are many variables that must be considered in Medi-Cal planning. I agree with my colleagues that you should consult with an...

Hello, The issue is that grandpa is living at the home of his daughter. Since he is in her home you need her permission to visit him...

Hello, Make sure you sign as the agent of your father, so that 3rd parties have notice that you are acting on his behalf. For example, ...

Hello, You can if the attorney agrees to it, but you may want to consider a professional fiduciary. Check out this website for further...

Hello, There is no legal obligation, but you may consider asking yourself -- what would your Dad want?