Hello, If the parent has mental capacity & the children do not get the parent conserved, the children should not be able to move the parent into...

Trustee does not have store receipts just bank debit card statement. What can we do?

Hello, Since your sister has your Mom's DPOA, she does not need to account to you, only your Mom. If you want to have more control, you should...

Will I get into any legal trouble if I get my father money from his atm for him while he is handicaped?

Hello, Your father may want to contact the bank and advised them that he has authorized you to access his account. They will probably have him...

How can I get my brother off my dad's financials as his overseer?

Hello, Does your brother have a durable power of attorney for your father? If yes, then you need to consult with an attorney to obtain a...

What duties apply to a fiduciary

Hello, Please contact a local trust administration attorney to provide you with detailed information about trustee fiduciary duties. AVVO is...

What type of account do I open for depositing rental income as rental properties are recorded in a living trust ?

Hello, So you are the successor trustee of your Mom's estate. You need to obtain an EIN number from the IRS to open a bank account for her...

My mom is my trustee and wont give em my money ?

Hello, If you are a beneficiary and the terms of the trust entitle you to receive money, send a written request to your Mom. If she does not...

Can I present depositions at a conservitership hereing Person and 3m estate self filed sister will challenge

Hello, If a trial is set, then you can commence depositions. I highly encourage you to retain counsel experienced in conservatorships.

Can a successor trustee remove a beneficiary?

Hello, If the successor trustee is a settlor — a person who set up the trust — then yes, if not, then no.

What type of Lawyer would you obtain so ask questions regarding property/medi-cal for an elderly person?

Hello, You need an elder law attorney who is experienced in Medi-Cal planning. Please note Mil's home is an exempt asset that is not counted...