Archived
When I die, will the mortgage that I bought equally with my partner be renegotiated with the survivor of our joint tenancy?
Ivette's answer
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Answered on May 28, 2019
Hello,
If you took out the Mortgage together and your partner passes, more likely than not you would be financially responsible for the balance...
Can you give up care of elder to the state of california?
Ivette's answer
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Answered on May 28, 2019
No, you cannot abandon your Mother to California. California is one of the states in the union to hold children financially responsible for their...
Do siblings have a right to see see bank statements?
Ivette's answer
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Answered on May 28, 2019
Hello,
Your sister cannot make herself your Mom's power of attorney without your Mom's approval. A legal documents needs to be signed and...
Can I obtain conservatorship over my elderly mom when I already have a living trust and POA?
Ivette's answer
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Answered on May 23, 2019
Hello,
Yes, with the circumstances that you described, you can obtain a conservatorship of the estate and person of your Mom.
It is...
Archived
Can trust funds be distributed if a beneficiary does not provide their social security number
Ivette's answer
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Answered on May 22, 2019
Hello,
The beneficiary should provide their SS so the IRS is informed that they received this inheritance. In addition, the trustee has to...
Archived
My mother died and was not told about it until 3 months later and was cremated with out first contacting me her youngest daughte
Ivette's answer
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Answered on May 21, 2019
Hello,
I am sorry to hear of your Mother's passing.
You should contact your sister and ask her for an accounting. Did your Mom have a Will...
Archived
In California does an elder making someone their agent have limitations?
Ivette's answer
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Answered on May 21, 2019
Hello,
Yes -- Limited Power of Appointment. Just put down the powers your father wants your brother to have, the purpose and for how long -...
Archived
How can I be certain my children from my first marriage get money from property that is in both of our names
Ivette's answer
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Answered on May 21, 2019
Hello,
By getting an estate plan that includes a trust so that the transition can be made efficiently and privately.
Consult with your local...
Archived
What should be our next step?
Ivette's answer
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Answered on May 17, 2019
Hello,
So your sister is the successor trustee of your Mom's trust because your Mom is incapacitated. If this is correct, then it is incorrect...
Archived
I am looking for a special needs trust attorney in Sacramento CA?
Ivette's answer
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Answered on May 05, 2019
Hello,
Contact the Sacramento County Bar Association for a referral.
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