Hello, Attorney Bjornson is correct. In addition, the attorney should ensure that family relationships do not cause the trustee and the...

IN AUGUST 1996 THE S.F. PUBLIC GUARDIAN/ADMIN. WAS TEMPORARY CONSERVATOR OVER MY UNCLE AND HIS ESTATE. MY UNCLE DIED....

Hello, The conservatorship has ended, but the conservator has to file a final account and an inventory and appraisal with the probate court. ...

Trustee duties: Ok to send amend only specif naming benes or must send full orig trust w/all amends?

Hello, To clarify you are asking if the surviving parent can amend the original trust executed with the deceased spouse? When a spouse passes...

Is a father taking all of a minors money which was trusted with him as the custodian Embezzlement?

Hello, Steven is correct. In addition, there are tax consequences that impact you -- I have attached a link on a article discussing withdrawing...

Difference between conservatorship and a living trust for a senior citizen

Hello, In addition, there is more cost and administrative responsibility -- with court oversight -- in a conservatorship. In addition, all of...

If i signed power of attorney of my younger son over to my older son can i legally go get him at anytime

Hello, Congrats on getting your life back! Please note that you cannot give custody of your son to another via a power of attorney. A POA is...

Estate attny wants me to sign settlement before making further distributions?

Hello, Michael is absolutely correct -- seek counsel! Generally, If you are entitled to a bequest from your Grandmother's estate & there are...

Can the executor make the other people leave the property

Hello, Please note that the executor is required to “take all steps reasonably necessary” to preserve estate property under his or her...

Do I need a POA for my son who is 18?

Hello, That is a great idea! Please note that the durable POA is effective only if he is incapacitated and deals with handling his personal and...

Which is better, a Living Trust, or a Living Will?

Hello, You have some great questions that should be analyzed and discussed with an attorney. Your Mom's and your situation is unique and...