Archived
Can a 2nd settlor on a joint family trust, revoke an A-B trust that was never separated after 1st settlers death? In California
Lee's answer
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Answered on September 13, 2012
Wow, what a mess. I wholeheartedly agree with the recommendation that you consult with a trust litigation attorney to have him/her review all the...
Archived
Can a Durable Power of Attorney set aside money for expenses after death?
Lee's answer
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Answered on September 12, 2012
It is true that you don't have the authority to control the disposition of his remains or arrange for funeral or burial services. The right to make...
Archived
I am a quadriplegic receiving SSD, Medi-cal, My mother pasted away and left me an inheritance. Can a special needs trust help?
Lee's answer
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Answered on September 11, 2012
Although it is true that under certain circumstances, a parent can establish a special needs trust for the benefit of a disabled child, this is a...
Archived
I am disabled and receive social security disability, medicare and medical. My mother passed away and left me as her beneficiary
Lee's answer
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Answered on September 11, 2012
This is an extremely complicated and technical area of the law, and I strongly advise you to seek the assistance of an experienced elder law and...
Archived
WHAT DOES IT MEAN BY VALUE OF ASSETS I DONT OWEN NOTHING I ONLY HAVE A BANK ACCOUNT BUT ITS UNDER MY PARTNER AND MY NAME
Lee's answer
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Answered on September 11, 2012
It is unclear what you are asking. You reference a Form I-765, which appears to be an immigration form, but I didn't see a question on that form...
Archived
What specific code in California Uniform Trust Code does limit the amount in Trust as stated below?
Lee's answer
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Answered on September 11, 2012
Assets that pass by way of a trust are not subject to probate, regardless of the value of the assets. Also, the excerpt you posted is incorrect...
Does it make sense to name your financial planner as executor of the will and financial power of attorney?
Lee's answer
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Answered on September 11, 2012
I agree with Mr. Fromm and Ms. Brewer. If this financial advisor is the one who is proposing to have your parents name him as executor & agent...
Archived
Aunt died Dec. 1996. Her estate was worth several million. Her Will said that her house was to be sold & the proceeds be added..
Lee's answer
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Answered on September 11, 2012
It's unclear from the facts you've provided whether the sale of the house was proper. I agree with the other attorneys that you would need to hire...
Archived
My mother passed a year and a half ago,I have tried & tried to get my sister (who is the trustee and living in my mom's house)
Lee's answer
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Answered on July 27, 2012
If the house is owned by the trust and she is the trustee, she has a duty to maintain the property and make necessary repairs. Your rights vis a...
Archived
Upon termination by the court, and approval of the final accounting, how long does a conservator have to distribute assets?
Lee's answer
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Answered on July 22, 2012
I don't think there is a statute in California that specifically addresses how long the former conservator has to turn over the assets to the new...
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