Questions answered by Patricia A. Mayer

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I am trustee for a family trust, 93 yr old Grandmother asked Grandson to live with her to avoid living in a care home ..

Patricia's answer | Answered on May 02, 2014

You know what you have to do - make an appointment with an estate planning attorney to get sound advice based on the trust language and specific...

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How can I contest a living trust?

Patricia's answer | Answered on April 23, 2014

A person may have written many wills in a lifetime but only the most recent one has legal effect, provided the person had capacity, was not under...

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What should be written on deed (can be written living revocable trust)? Can husband change his trust in future? Will I have 50%?

Patricia's answer | Answered on April 23, 2014

It is unclear from your question whether the property would be considered community or separate, or whether you are even part of the "family...

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For a living trust with unmarried son as beneficiary, can I prevent his future spouse from taking these assets in a divorce?

Patricia's answer | Answered on April 23, 2014

I agree with Attorney Broiles. In addition, you may want to consider appointing 2 successor trustees: your son, who could have full investment...

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The Trustee of an estate I am a beneficiary of, retained some money, and won't return my phone calls or emails.

Patricia's answer | Answered on April 23, 2014

Trustees are charged not only with paying the final taxes, but also with making sure that the IRS signs off on the payment, and confirms that no...

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Do I have to have good credit to be a conservator?

Patricia's answer | Answered on April 22, 2014

Generally, yes. But it depends on the amount of bond required - based on the proposed conservatee's assets, what amount of bond you qualify for -...

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Do I have to have good credit to be a concervator?

Patricia's answer | Answered on April 22, 2014

The application for becoming a conservator is very detailed, and does ask questions about whether you've ever filed for bankruptcy, and other...

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In California - who should be notified and how should they be notified when a Will is revoked?

Patricia's answer | Answered on April 22, 2014

A Will isn't effective until a person dies, so sending the letter after your's friend's death was entirely appropriate. In fact, it would not have...

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If a person signs as the sole owner of prooerty,with the taking of the deed,,signing as the sole owner on the title,but knows he

Patricia's answer | Answered on April 22, 2014

Obviously, you believe the trustee has acted wrongly, and you cite some facts, that if true, would prove you right. But it all depends on the...

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A married couple and each has his/her own trust. There are two pieces of real estate involved and they each deed to their trust.

Patricia's answer | Answered on April 09, 2014

Property acquired during marriage carries a presumption that it is community property, and the party claiming otherwise has the burden of proving...

Patricia A. Mayer's Answers (788)

I am trustee for a family trust, 93 yr old Grandmother asked Grandson to live with her to avoid living in a care home ..

How can I contest a living trust?

What should be written on deed (can be written living revocable trust)? Can husband change his trust in future? Will I have 50%?

For a living trust with unmarried son as beneficiary, can I prevent his future spouse from taking these assets in a divorce?

The Trustee of an estate I am a beneficiary of, retained some money, and won't return my phone calls or emails.

Do I have to have good credit to be a conservator?

Do I have to have good credit to be a concervator?

In California - who should be notified and how should they be notified when a Will is revoked?

If a person signs as the sole owner of prooerty,with the taking of the deed,,signing as the sole owner on the title,but knows he

A married couple and each has his/her own trust. There are two pieces of real estate involved and they each deed to their trust.