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What are my chances of getting conservortship of my dad if the 3 sibblings disgree and they have no pow and sold all his assets
Michael's answer
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Answered on January 26, 2013
You need to seek an attorney in the County where your father lives who is familiar with conservatorships. You might petition for the...
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Rebalancing a trust portfolio
Michael's answer
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Answered on January 26, 2013
This is a difficult question to answer without understanding more. Often times there are sub-trusts within a trust and the sub-trusts can have...
In CA, when husband and wife transfer their joint tenancy property to a revocable living trust, who owns the property?
Michael's answer
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Answered on January 13, 2013
The Trustee owns the property in trust for the beneficiaries.
Archived
My mother died and left her house to her five children in a living trust. But she did not own the house the bank does.
Michael's answer
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Answered on December 23, 2012
You should begin by securing a copy of the living trust. The living trust will identify the beneficiaries as well as the successor(s) trustees to...
Archived
Self-directed IRA Operating Agreement
Michael's answer
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Answered on November 21, 2012
I'l quote from the Northern Securities Administrators Association -
"The SEC’s Office of Investor Education and Advocacy (OIEA) and the North...
Archived
Information:
Local non-profit,
Bank employee on non-profit board,
Bank employee set up line of credit for non-profit,
Michael's answer
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Answered on November 21, 2012
This is a good question. To answer it you should seek local counsel. Your lawyer will have to look at the terms of the loan to the non profit...
Archived
In a living trust, if I add or remove funds from accounts do I need to change the Trust?
Michael's answer
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Answered on November 17, 2012
Assuming that the terms of your living trust are fairly standard, most living trusts allow for the addition and subtraction of funds from the trust...
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Could a collection agency place a lien in a property I'm planning to buy now as my primary home if I have a heloc debt?
Michael's answer
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Answered on November 17, 2012
First I'll summarize what I think is your factual status and your question.
First Property: Foreclosed in 2008. Heloc on property was foreclosed...
Archived
Account now is holding my funds after I sent the verificstion they rrquired
Michael's answer
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Answered on September 23, 2012
Question is indecipherable. What account? What verification?
Does anyone have a sample letter to a trustee for accounting.(1st request)
Michael's answer
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Answered on September 23, 2012
An answer to this question was not posted quickly because the question is indecipherable. There are numerous legal principles that are alluded to -...
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