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Wondering why it is so difficult to get legal assistance when intestate executor is not accounting for all the estate's assets?
Barbara's answer
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Answered on March 11, 2018
The things your father left may be things that have important memories for you. But it is extremely rare for the "stuff" left by a decedent to be...
I have a Promissory Note the successor pass away ?
Barbara's answer
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Answered on March 10, 2018
Unless it's written into the terms of the note, I can't see any reason the whole note would begun payable in full at his death. You certainly...
What is a trust??
Barbara's answer
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Answered on March 10, 2018
A trust is a legal structure that can own property, including real estate and bank accounts. Usually, your mom would have been trustee while she...
Archived
I have two questions regarding a revocable trust in California?
Barbara's answer
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Answered on March 10, 2018
As Mr. Areshenko said, it depends on the exact terms of the trust. In general, if the trust specifically said "my house at 123 Main Street to Child...
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Does does my lawyer need to see bank statements?
Barbara's answer
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Answered on March 09, 2018
The court documents must show the estimated amount of the estate. Within a few weeks after filing, an Inventory & Appraisal must be filed showing...
Archived
If I become my dad’s conservator can I get legal fees reimbursed and if so how long would I have to wait for reimbursement?
Barbara's answer
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Answered on March 09, 2018
One of the things you can request in the initial petition is reimbursement of costs and attorney’s fees. If that is approved by the judge, you can...
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In California, is there any benefit to keeping inherited property with Prop 13 low tax rate over selling and buying a new one?
Barbara's answer
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Answered on March 08, 2018
The CPA cannot possibly be in California. The Prop 13 tax advantage is huge -- and it goes on forever! Of course, in general, there needs to be...
Archived
Execution of trust
Barbara's answer
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Answered on March 08, 2018
It is wise to consult with an attorney when doing trust administration. There are some specific procedures which must be followed, and people...
Archived
Can I be forced to sell my house to finance my dad's move to a convalescent hospital ?
Barbara's answer
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Answered on March 07, 2018
As Ms. Bergman said, please consult with an elder law attorney about how best to pay for your father’s care while preserving the house. A personal...
Archived
Can the successor trustee have her spouse named on the trust bank accounts as POA?
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Barbara's answer
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Answered on March 07, 2018
You need an attorney. It would be legal for your brother-in-law to informally advise your sister. But he can’t take over her role.