Archived
Can my mothers requests stated on her will, be lost if my sister (executor) does not comply with or change what will says to do?
Ivette's answer
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Answered on November 16, 2014
Hello,
If you are a beneficiary, talk to your sister and advise her of your concern and whether it would be better for her to step down as...
Is it possible to change the name of a living trust with an amendment to the trust or does that require a whole new trust?
Ivette's answer
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Answered on November 14, 2014
Hello,
If you just want to change the name of the trust, an amendment should be sufficient. If you want to make substantial changes to the...
Archived
How do I protect myself from my fathers debt or any judgements once he dies?
Ivette's answer
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Answered on November 14, 2014
Hello,
Once your Dad passes the house will automatically belong to you and will not become a part of his estate and therefore not subject to...
Archived
How to change to successor trustee of disability trust
Ivette's answer
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Answered on November 14, 2014
Hello,
Generally the instructions as to what occurs when a trustee resigns and the procedure to appoint a replacement trustee -- if one is not...
Archived
My mother had Alzheimer's and my brother has used money from her estate.
Ivette's answer
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Answered on November 14, 2014
Hello,
If you have solid evidence , e.g. doctor reports of your mom's mental condition when these events occurred -- of your allegations, then...
Archived
My brother and his wife are 86 and he has alzheimers. I need a power of attorney if anything happens to her. How do I get this?
Ivette's answer
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Answered on November 14, 2014
Hello,
Unfortunately you brother does not have the mental capacity to execute a power of attorney. Therefore it is recommended that you consult...
In Montana, how long does it take after a persons death for the beneficiary to be able to receive their inheritance?
Ivette's answer
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Answered on November 13, 2014
Hello,
I have attached a link that provides information on probate in Montana.
Archived
Mom died intestate 20 years ago, leaving a large house she solely owned. Her estate never went into intestate administration.
Ivette's answer
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Answered on November 13, 2014
Hello,
I have attached a link that explains intestacy in NJ and how assets are distributed. From that information you can determine who has...
Archived
HI I HAVE A LIVING WILL AND IN THE EVENT OF MY DEATH I HAVE JEWLERY THAT I AM LEAVING FOR MY GRAND DAUGHTER HOW CAN I PREVENT HE
Ivette's answer
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Answered on November 12, 2014
Hello,
In your living trust make sure there is a specific bequest as to the jewelry going to your granddaughter.
The trustee will follow your...
Archived
Is setting up Family limited partnership an effective way to protect your primary and secondary home from lawsuit ?
Ivette's answer
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Answered on November 12, 2014
Hello,
It depends on your specific situation. Alameda County Bar can provide you with attorney referrals that will provide complimentary...
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