I have a question about a special needs trust?

Spending some of the inheritance to preserve the rest of it by creating a d(4)a special needs trust or by joining a pooled trust may be a wise...

Am I entitled to keep the funds in a joint checking account after death?

The presumption is that the account is yours. You can use the remaining money to pay her last expenses and final bills (keep receipts). Then you...

How do I complete the Real Estate Withholding Certificate (593-C)correctly?

If a person must reside in a nursing home, the residence requirement in the primary residence is reduced to one year out of the five. I would...

Surprisingly, marriage records are not public in California. If this is important, you may need to hire a private investigator.

Durable power of attorney

If the power of attorney is valid, and recognized by her bank and annuity company, you should be all set. You need to know that many times banks...

Is there any way legally an inheritance can either be paid to other family or children to create a 3rd party SNT?

An attorney would need to review the terms of the will or trust which created the inheritance. In some cases, the document either provides for a...

Is there anything I can do legally to receive pay for taking care of my elderly mother?

This is very confusing. I cannot understand on what basis a conservatorship would have been established in Georgia if your mother resides in...

The trustee does not have the power to keep trust assets in trust indefinitely, UNLESS the trust specifically requires the trustee to do that. The...

How do I obtain the probate information from the family of my deceased significant other.?

You can check with your probate court to see whether a probate was filed, and whether that has been completed. If there’s no probate, or it has...

I’m being served by my ex-lawyers. i haven’t been served papers yet. How can I avoid being served until it’s time for court?

I’m not clear what would be served on you. If what has happened is that multiple lawyers have petitioned the court to be released as your attorney,...