Archived
I am trustee of a trust, the deceased hated her family so she asked me to to oversee the trust. The family is now claiming the
Ivette's answer
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Answered on October 01, 2014
Hello,
In addition, does the trust provide for a trust protector? This is an individual appointed by the grantor to resolve disputes between...
Archived
My mom has guardianship of my 15 month old son. I want him back, how can I do this?
Ivette's answer
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Answered on October 01, 2014
Hello,
You need to confer with a local attorney for assistance. AVVO and the CA Bar Association can provide attorney referrals.
Good luck
Archived
Do administrators or trustees have to notify the heirs? If there is no estate must we go through probate court?
Ivette's answer
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Answered on September 30, 2014
Hello,
Yes administrators or trustees should notify heirs.
If it is a small estate there is different procedure than probate. This procedure...
Archived
Can I pay the house of and it be mine.
Ivette's answer
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Answered on September 30, 2014
Hello,
Attached is the link for intestacy [no Will] laws of TN that will determine how his assets are to be distributed.
As his insurance...
Archived
What are the pros and cons for naming 3 trustees (the daughters) for a family trust?
Ivette's answer
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Answered on September 30, 2014
Hello,
Consider a Professional Fiduciary who will be unbiased, experienced and most are regulated by the state of CA. Depending on the terms of...
Archived
Step Father passed. Did not name me in will. Condo in his and my deceased mother's name. Do I have a claim on her interest?
Ivette's answer
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Answered on September 30, 2014
Hello,
Your Mom passed intestate so the state of KY's intestacy laws would determine how her assets are to be distributed [I attached a link]. ...
Can you add a codicil to a will, trust and power of attorney?
Ivette's answer
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Answered on September 30, 2014
Hello,
To amend the Will, you would use the Codicil. The trust & POA an amendment.
As to fees, it is recommended that you contact the...
Archived
I have power of attorney for my parent. Is there anything I can do to prevent her from repeatedly getting payday loans?
Ivette's answer
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Answered on September 30, 2014
Hello,
So was your Mom found to be incapacitated and that is why the POA is active? or did she authorize you to take over?
Review the terms...
Archived
I received notification that my now deceased grandmother(1997) is the beneficiary of life insurance policy, her son was the insu
Ivette's answer
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Answered on September 30, 2014
Hello,
It is highly recommended that you confer with local counsel.
If your Grandmother died without a Will [intestate], then the intestacy...
Archived
I have lived with my mother, and been her care giver for 15 years. She has dementia. If my mother needs to go into an assisted
Ivette's answer
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Answered on September 30, 2014
Hello,
If your Mom advised Medicaid that she plans to return to her home, it is an exempt asset and will not be considered when she applies. If...
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