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Our grandfather (deceased) established a will for his 4 children + 1 granddaughter.The granddaughter is the only remaining heir,
Robert's answer
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Answered on October 16, 2012
You should post your question in Avvo in the State of Louisiana, as the laws there are radically different from those in California, being largely...
Archived
What options do I have since I cannot afford to pay a retainer right now & I know I need a professional to handle this?
Robert's answer
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Answered on October 16, 2012
If your mother passed away over two years ago, there are at least two accountings of the trust assets and income that should have been provided to...
Archived
Two properties in Wyoming - ownership is under joint tenants with full rights of survivorship.
Robert's answer
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Answered on October 14, 2012
First of all, I am not licensed in Wyoming. That being said up front, if you transferred your one-third interest in the Wyoming properties that...
Archived
Re transfer of house from old Trust to new Trust in CA, same process as transfer of the house from my name to original Trust?
Robert's answer
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Answered on October 10, 2012
If the new trust that you have drafted is a "restatement" of your old trust, then it would not be necessary for you to do any further transfers....
Archived
My mother is in a care home on Medi-Cal. If she sells her house can she keep $2000 and funeral expenses, non-revokable?
Robert's answer
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Answered on October 01, 2012
For your mother to qualify for Medi-Cal in the first place, her home was counted as an exempt asset for eligibility purposes. However, except...
Archived
Can a non citizen and convicted felon, who was deported, put a living trust into probate?
Robert's answer
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Answered on September 24, 2012
A beneficiary's status as a non-citizen and/convicted felon is not relevant to this answer.
In general, a beneficiary who contests a Will or...
Archived
My mom just passed and left a trust, the trust says my brother must pay back the reverse morgage, he does not want to pay.
Robert's answer
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Answered on September 24, 2012
There are many things in your question that raise new questions.
If your mother's home had a true "reverse mortgage," then the mortgage is due...
Archived
Does the primary trustee have a legal obligation to inform the status of the assets to the beneficiaries?
Robert's answer
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Answered on September 19, 2012
The short answer to your question is "yes." As you and your siblings are the beneficiaries of your mother's living trust, your sister, as...
What can the beneficiary do if the trustee is holding up the sale of the house?
Robert's answer
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Answered on September 17, 2012
You can also file a petition with the Probate Court to have the trustee removed and replaced by a trustee that will actually take action on the...
Archived
My dad died when I was 6 and had a tust which made my mother beneficiary. My grandparents tricked my mom into signing
Robert's answer
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Answered on September 16, 2012
I am not sure what you mean by your mother "signing the trust over to them" (i.e. your grandparents). What you might mean is that your mother...
