Archived
We Restated of our Family Trust in 2014. My wife has since passed away. Do I need to update or restate again?
Barbara's answer
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Answered on August 31, 2018
It's not a problem that something is mentioned in your trust which was already given away. It would be good to add a piece of paper to your binder...
Archived
How long can my daughter live in grandmas condo after she died?
Barbara's answer
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Answered on August 31, 2018
The successor trustee probably doesn't know it, but they're legally a landlord. They cannot turn off the utilities while your daughter is there,...
Archived
My mom is conserved with mental heath issues her entire life and she received a inheritance what happens.
Barbara's answer
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Answered on August 30, 2018
It will go to your mother. The conservator will handle it. If she’s on any public benefits, the conservator may need to put the funds into a...
Archived
Can an executor evict a person when he is one of the beneficiaries? What should he do??
Barbara's answer
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Answered on August 29, 2018
Yes, the executor can evict your boyfriend. However, it sounds as though she didn't follow proper procedures. There is a precise form for a 60-day...
Archived
If a social security recipient has a representative payee, can the recipient’s creditors hold the payee personally liable?
Barbara's answer
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Answered on August 28, 2018
No, if the payee keeps the Social Security in a separate account titled the way Social Security directs, the payee cannot be liable.
Archived
Can my mother change a will that was signed by both her and my deceased father?
Barbara's answer
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Answered on August 27, 2018
Unless she and your father had a contract to not change the will, which is rare, she can make a new will superseding the old one.
Archived
What is a reasonable range of cost I should expect to pay for setting up an individual trust?
Barbara's answer
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Answered on August 27, 2018
No one can really tell you that until you have reviewed together what your assets are, and what protection you have in mind. Find an...
Archived
How do we avoid probate and associated attorney and court fees in California?
Barbara's answer
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Answered on August 27, 2018
I agree with Mr. Bernard that the Petition to Determine Succession will be necessary (assuming total assets are under $150,000). It is much faster...
Archived
Pink Slip shows registered to Wife or Husband, can a wife sign over the car to a Son without Husbands signature.
Barbara's answer
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Answered on August 26, 2018
Yes, she can. If a person dies married, and/or with one or more children, their siblings have NO claim to any property. Tell them to take a hike.
How much does it cost to restate a living trust?
Barbara's answer
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Answered on August 25, 2018
I don't know that anyone can give you an answer to that without seeing the trust. First, depending on the terms of the trust it may not be possible...