Ivette M Santaella's Answers (6836)

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We have appointment with estate planning attorney. Conflict with spouse on who should be legal guardian for son.

Ivette's answer | Answered on February 09, 2015

Hello, To clarify, you are in the process of having your estate planning completed and your husband you disagree on who should be the guardian...

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Putting elderly mother in assisted living.

Ivette's answer | Answered on February 09, 2015

Hello, It is recommended that you consult with a local attorney who can advise you on Medicaid requirements.

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Can an unsound minded person change their will 3 months before their passing? I mean legally?

Ivette's answer | Answered on February 09, 2015

Hello, Sorry for the passing of your Mom. If your brother can provide a valid Codicil, unless your Mom revoked her old Will, that was signed...

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Does the role of a durable power of attorney terminate at death?

Ivette's answer | Answered on February 07, 2015

Hello, Sorrry for your loss. Upon your grandmother's passing her power of attorney ended, so her agent no longer has authority over her...

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Can a Special Needs Trust pay for items for the newborn child of the beneficiary?

Ivette's answer | Answered on February 07, 2015

Hello, In addition, the father of your son ("Beneficiary") should approach the Trustee of his trust. The Trustee, depending on the terms of...

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Can a POA be changed to include all 3 children?

Ivette's answer | Answered on February 07, 2015

Hello, If your Mom is still mentally competent & wishes to change the agent designations on her POAs, then it is fine. It is highly...

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Do I need a living trust for my parents if all accounts already name me beneficiary only the house and I am an only child?

Ivette's answer | Answered on February 07, 2015

Hello, It may be wise for your parents to consider a trust to avoid probate. It is highly recommended that you consult a local estate planning...

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Our father is 94 he lives in a group home at 4,000 a month he wants to gift me and my sister 13,000 each can he do this?

Ivette's answer | Answered on February 07, 2015

Hello, It appears he wants to give each of you a non taxable gift. If he has the means and mental capacity, he can. It is thoughtful for you...

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Fiance was left a home by father

Ivette's answer | Answered on February 06, 2015

Hello, To clarify, your fiance and her aunt own a home once owned by your fiancee's father, It appears that the house was left to your fiance's...

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I did talk to a probate lawyer about seeing my mothers finance while she was blind and my sister had free use of the checkbook.

Ivette's answer | Answered on February 06, 2015

Hello, If your Mother is still alive and you do not have either her power of attorney or have been appointed her guardian, you are correct that...

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