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Trustee(Dad) won't give accounting irrev. trust(mom)died4/17/12.if a motion to compel becomes necessary, how much do you charge?
Ivette's answer
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Answered on November 30, 2013
Hello,
Please contact the Fresno Bar Association to obtain attorney referrals. You can also hit the attorney tab on AVVO for referrals. I...
Archived
WHAT IF I HAVE PROOF THAT ON THE DAY THE DOCUMENT WAS SIGNED MY WIFE COULD NOT SIGN OR UNDERSTAND WHAT THE DOCUMENT SAID.
Ivette's answer
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Answered on November 30, 2013
Hello,
The Due Process in Competence Determinations Act (DPCDA) determines incapacity by evaluating specific, relevant functional abilities....
Archived
An acquaintance filed an elder abuse claim on my behalf against a woman who helps me and my POA.
Ivette's answer
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Answered on November 30, 2013
Hello,
Basically tell APS what you wrote here and that you do not know well the person making the complaint.
Nevertheless, please note that...
Archived
Can I sue the trustee who refused to give me a copy of my father's trust who passed on 2 months ago?
Ivette's answer
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Answered on November 26, 2013
Hello,
Sorry for the loss of your Dad.
If it is true that you are not a beneficiary of the trust, then your cousin does not have to provide...
Archived
My mother has a irrevocable trust for her house. Is her home considered an "asset" when applying for state/county assistance?
Ivette's answer
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Answered on November 26, 2013
Hello,
In general, If the house is in an irrevocable trust your Mother gave up ownership of it, the trust owns it and it should not be included...
Archived
My sister is being investigated for elder abuse on my mother and I am wondering if her employer is liable for her actions?
Ivette's answer
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Answered on November 26, 2013
Hello,
If your Mother retained the healthcare firm to take care of her personal needs and your sister is an employee, in general, the healthcare...
Archived
To whom do life insurance companies report payment of death benefits, and for what reasons?
Ivette's answer
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Answered on November 26, 2013
Hello,
Sorry for the loss of your fiancée.
Life insurance proceeds are tax free to the beneficiary. It is the person who owns the policy who...
Archived
Is okay to go into the bank to ask questions directly in regards to a trust account at which I am the beneficiary?
Ivette's answer
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Answered on November 25, 2013
Hello,
The bank will deal only with the Trustee, who has the legal authority to act on behalf of the trust. Your best bet is to make a written...
Archived
How do we get power of attorney over my abusive mentally ill father who is threatening to harm all his family?
Ivette's answer
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Answered on November 25, 2013
Hello,
Sorry for your difficulties.
If your Dad was mentally competent, based on your description of his actions, do you think he will...
Archived
We live in California and Mom passed away in Mass.We have questions about her estate. Do we need a lawyer practicing in Mass?
Ivette's answer
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Answered on November 24, 2013
Hello,
Since your Mother-in-Law's estate is in Massachusetts you would be best served with an attorney who practices there who specializes in...
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