Can I set up a Trust Account.

Hello, It is recommended that you consult with a local elder attorney familiar with government benefits. AVVO or your local county bar...

Where do I get a copy of a Family trust in Multnomah County OR? The trustee admin refused to give us one for over 3 years now

Hello, The Trustee's duty is to administer the trust pursuant to its terms for the benefit of the beneficiaries. If he has not been following...

Mother past away her assets are under 50,000.00 would we have to go to probate court

Hello, Please review the attached link that provides an overview of probate law in CA. Depending on the assets a full probate may not be...

Hello, Since it is pre-tax dollars, if you take the funds out, income taxes have to be paid. There are other rules regarding distributions of...

Can the mature value of a life insurance policy be used to bridge the gap in medcaid coverage for long term care?

Hello, To clarify, the beneficiary has received life insurance proceeds and wants to use the funds for long term care? If yes, the...

My mother passed away. I was told there was no will and that my sister got the house. Is there anyway to find out the truth?

Hello, The intestacy laws -- when a person dies without a Will -- would control distribution. I have attached a link for your review. If you...

Will the house have to be sold due to death of my mom?

Hello, Since the home was held as tenants in common, the 1/2 owned by Mom may be distributed as she outlined in her Trust. It depends on...

Does the law say you have to open a estate checking account or can it just be a savings account

Hello, I have attached a link that explains probate in WA. If you have further questions, it is recommended that you consult a local attorney.

When an attorney represents a client in probate court does he/ she file the will with the recorders office for future reference

Hello, I have attached a link from the Ohio Bar Association that is prepared for consumers and explains probate. If you have further questions,...

My grandmother died a few years ago and someone called my mother about a year ago and said she was left some funds behind for us

Hello, Who is this someone? do you have their contact information? Unfortunately, since you have not heard anything for over a year, the...