Archived
Will I be forced to give back funds from bank account that I closed that was supposed to be part of trust?
Barbara's answer
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Answered on May 19, 2018
If this is a revocable trust, you need to do two things in short order: (1) get a note from your doctor that you are competent to handle your...
Archived
How to find life insurance , safety deposit box after a death
Barbara's answer
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Answered on May 19, 2018
For the safe deposit box, I assume you’ve asked at the bank where she had her account. You may have to go around to all the banks in the town. The...
Archived
I had asked a question earlier this week about being with my ex girlfriend for about 25 years?
Barbara's answer
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Answered on May 19, 2018
How did you get on her medical benefits? That normally requires being, or claiming to be, married. You are PROBABLY okay, because California does...
Brother is trustee and also a beneficiary of estate. When Mom dies he wants to transfer title in his name shouldn’t it go in all
Barbara's answer
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Answered on May 19, 2018
When your mother passes, he must file an affidavit if successor trustee to put on record that he is in charge. He cannot just title into his...
Archived
Is a partner in joint property ownership obligated to speak with you?
Barbara's answer
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Answered on May 18, 2018
She may be ignoring you because she has gotten into that habit for whatever personal reasons. To emphasize that this is a financial matter, I would...
Archived
Can a senior citz with early dementia be forced into a nursing home against her will if she has qualifed caregivers
Barbara's answer
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Answered on May 18, 2018
I agree with attorney Tashjian. If, on the other hand, the daughter does not have legal authority over the home, she cannot do that. If your...
Archived
Does a handicapped disabled sibling have the right to reside in the estate of his father ?
Barbara's answer
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Answered on May 17, 2018
I’m sorry for your situation. You don’t have a right to stay indefinitely in the home unless a will or trust gave you that right.
Archived
Is it legal for a step mother to take a father's only biological children out of his will after he passes away in CA?
Barbara's answer
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Answered on May 16, 2018
A widow cannot change a will after her spouse dies. However, if her spouse left everything to her, she can do whatever she wants with the estate...
Archived
How can I force my brother to file my father's will and give his belongings back to the correct heir and executor?
Barbara's answer
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Answered on May 16, 2018
It’s frustrating to see someone do something wrong and get away with it. The partner may be polite, but he’s probably also decided that it’s not...
Archived
How can the State of California take your Trust money when you are in the Foster System?
Barbara's answer
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Answered on May 16, 2018
Parents have a legal duty to support their minor children, even when they’re in foster care. So if your father didn’t pay child support to the...