A "will of Leah" was fraudulently passed before my mother to sign. Thinking it something else, she signed it. What do we do now
Patricia's answer
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Answered on May 21, 2021
is your mother's name Leah? If so, that just may have been the title they put on her will. Otherwise, there is no legal document in California...
What is the best way to handle home improvement costs on a trust home?
Patricia's answer
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Answered on May 20, 2021
You have posted this question several times. Attorney Shields gave you the pros and cons of claiming reimbursement from the trust or having the...
How do we go about closing deceased mother's bank account?
Patricia's answer
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Answered on May 20, 2021
You have several choices --
1. Contact your father - send him an official waiver and release form of all interest in your mother's estate...
Dad's house is to be split between us three siblings, one is executor of the will, how can I obtain my third of the value?
Patricia's answer
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Answered on May 20, 2021
If you father still has mental capacity, advise him to set up a trust, and transfer title to his assets to the trust, before he dies, otherwise his...
What are the pros and cons of having a lifetime living trust to my beneficiaries?
Patricia's answer
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Answered on May 19, 2021
Pros --
1. Beneficiaries not tempted to spend it all at once -- good for younger beneficiaries
2. Can be used as asset protection from...
I am a beneficiary of a living trust, what should I do in order to receive my share?
Patricia's answer
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Answered on May 17, 2021
I am assuming you know who the trustee is and have her/his contact information. Write a polite letter notifying trustee of your birthday and...
My mom passed away leaving me the sole benificiary to her estate & i dont know how to inquire about my inheritance
Patricia's answer
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Answered on May 16, 2021
Your question does not provide sufficient information to respond -- such as your age, who those other family members are and your relation to them,...
Can a durable power of attorney for health care be made effective immediately in California?
Patricia's answer
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Answered on May 12, 2021
If you children agree and have capacity to appoint you as their health care agents -- to make health care decisions for them -- then have the sign...
Will Inherited stock be distributed as shares or money?
Patricia's answer
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Answered on May 10, 2021
Because of the difficulty in guaranteeing that each beneficiary receives the same distribution if the stocks themselves are divided, I would...
Can beneficiaries of a trust receive distribution if are defendants in lawsuit with the same trust?
Patricia's answer
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Answered on May 07, 2021
A beneficiary's share of a trust is usually distributed when the administration of the trust is finished and all debts and expenses have been paid....
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