Archived
My mother has passed away and her trust divides her estate into equal quarters to each child. I am one of them.
Gregory's answer
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Answered on May 19, 2014
The trustee is obligated to treat all beneficiaries equally, unless the trust says otherwise. Ordinarily, it would not be appropriate for the...
Archived
My mothers( who has passed) trust has an unsigned document attached that gives her stock to one child.
Gregory's answer
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Answered on May 19, 2014
It would be a good idea to have the trust and the unsigned attachment reviewed by your own attorney prior to taking action - you will want to pay...
Archived
My 2 brothers and I recently inherited a property. Now 1 brother wants to be P.M. and get paid a commission or hire P.M.
Gregory's answer
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Answered on May 19, 2014
I have reclassified this to "real property" since the property is no longer in trust.
Ideally, when taking title as joint owners, you would have...
Archived
Is my survived step-mom entitled to portion of rental property that shared title with my deceased dad and grandfather?
Gregory's answer
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Answered on May 19, 2014
Oral instructions and "wishes" that aren't expressed in a will or a trust are legally meaningless.
If your father passed away without formal...
Archived
Power of Attorney- Transferring title to real property in the event of incapacity.
Gregory's answer
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Answered on May 19, 2014
Yes, conservatorship may be necessary. In some circumstances it's possible to use what's called a substituted judgment petition, where a judge...
Archived
Conflict of interest by attorney who represented me as trustee of parents' living trust, & now is suing me as an individual.
Gregory's answer
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Answered on May 19, 2014
It is not a conflict of interest for the attorney to sue you for unpaid attorney fees. That doesn't mean that his claims have merit - from your...
Archived
A California man who was residing in a transitional home is murdered. How do I dispose of his property step-by-step.
Gregory's answer
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Answered on May 19, 2014
Contact the Public Administrator in the county where the decedent lived. Here is a link for the LA County Public...
Reverse mortgage, living trust and beneficiaries?
Gregory's answer
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Answered on May 18, 2014
When property is passed subject to a will, that guarantees a probate. If you want to avoid probate, a living trust is almost always the best...
My sisters have been accusing me of stealing our moms money my mom states she will never say that we stole from her-still worrie
Gregory's answer
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Answered on May 18, 2014
The problem is not what your mom says while she is alive and competent - the problem is what family members may accuse you of when your mom is...
Archived
Medi-Cal Application...is it dfficult to prepare?
Gregory's answer
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Answered on May 18, 2014
It is possible to complete the application yourself. However, some of the questions are tricky; and if you have made asset transfers, it may be...
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