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What can i do now at this point? The trustees used my special needs trust to rob me. They didnt honor my mother trust or mine
Jeffrey's answer
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Answered on December 17, 2015
It sounds to me like the trustees are breaching their fiduciary duties to put your interests under the trust first. I recommend finding an...
Archived
Is a money judgment included in an estate after one dies, and if so, what must the inheritor do to be recognized as creditor?
Jeffrey's answer
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Answered on December 17, 2015
You are entitled to the judgment as a beneficiary of your mother's estate. Depending on the size and nature of your mother's estate you might have...
Archived
Do we really need a will?
Jeffrey's answer
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Answered on August 11, 2014
I would recommend a living trust, as it will help you to avoid the lengthy and costly process of probate. Additionally, a living trust will give...
My brother is asking that i get power of atty for him while he is in prison. does that mean acting on his behalf if he is sued?
Jeffrey's answer
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Answered on August 11, 2014
You can specify that your POA is a limited POA only for the purpose of taking care of his bank accounts. You should consult with an attorney...
Archived
Where can I get information (from a trusted source) on creating a will?
Jeffrey's answer
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Answered on July 31, 2014
I would recommend setting up a Life-Insurance Trust for the benefit of your child. This will remove the life insurance policy from your estate,...
Archived
If a person gives you, let's say a diamond ring, out of gratitude for all that you have done for them
Jeffrey's answer
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Answered on July 31, 2014
Once the ring was given to you, it was no longer considered an asset of the Trust. So, no, you do not have to give it back.
In CA, what is best way for married couple to hold title on real estate (house/primary residence)?
Jeffrey's answer
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Answered on July 23, 2014
Husband and Wife as Community Property with Right of Survivorship is a great way to hold title. However, I recommend putting it into a Living...
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