Could I, or should I designate my credit union, who is my mortgage holder as my successor trustee?
Very few banks will act as successor trustees unless you have large assets -- typically $500k to $1 million in liquid assets (not counting real...
Woodland, CA
Trusts Lawyer at Woodland, CA
Practice Areas: Trusts, Estate Planning ... +2 more
Very few banks will act as successor trustees unless you have large assets -- typically $500k to $1 million in liquid assets (not counting real...
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...
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,...
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...
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...
No, if the payee keeps the Social Security in a separate account titled the way Social Security directs, the payee cannot be liable.
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.
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...
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...
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.