What are the guidelines to exclude someone from a trust?

There’s never any guarantee someone won’t contest. An angry heir who is excluded can cause a lot of trouble. The best any attorney can do is craft...

When my grandfather let my sister who is his p.o.a. borrow his truck from him thru her can she legally refuse to be returning it

Acting as his agent, she's likely within her authority to remove the truck from him to keep him from driving if he does not have a license. But she...

Is there a way to change the pay-out schedule in a Trust/Will?

To change the distribution, you have to petition the court,. Then there’s a hearing where a judge decides. Approval is not automatic. The...

Can a lawyer force me to obtain an attorney?

The attorney who drafted the trust has nothing to do with the administration unless the trustee hires them to help with the administration. You...

What rights do I have?

The home is his separate property. If there was a mortgage on the property and he paid it with earnings from a job, you might have acquired an...

In probate matter isn't the assigned administrator attorney responsible for paying all liens on the estate?

The executor is responsible for paying all valid claims. Their attorney can advise them of the law, but ultimately does not control the...

Is it illegal in California to take money from a deceased account?

If the account is in the name of the church, the funds belong to the church, not to individuals. I'm very concerned about your practices. How...

I would STRONGLY urge you to hire an elder law attorney to assist you with this process. Often, when someone tries to object to a conservatorship...

What is the process, in Orange County California, to change the Active trustee/Executor of a living trust?

You can't amend a trust once the settlors (trustmakers) are both deceased. If the trust allows, your sister can simply resign and appoint you, in a...

Can a lawyer draw up a trust with someone who doesn't read or understand english very well at all? This happened in 2013.

If this is an ethics question, the attorney is required to be sure their client understands what they are saying. It is legal to have a discussion...