Archived
Should travel expenses for trust-related duties be covered for non-executors?
Barbara's answer
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Answered on February 25, 2018
There is no hard and fast rule. My first question would be: why can’t your siblings or whoever the other beneficiaries help you pack? Are they in...
Does a beneficiary of an IRA override a trust when there are five beneficiaries listed ?
Barbara's answer
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Answered on February 24, 2018
The IRA beneficiary designation controls. I'm sorry your sibling is being selfish, but they are totally within their legal rights.
Is an Audio recorded of my dad saying what he wanted to give me after he dies Valid will?
Barbara's answer
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Answered on February 24, 2018
No, an oral will has no legal effect.
Archived
Can I sign my husbands name ie selling a vehicle or document ?
Barbara's answer
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Answered on February 24, 2018
If you have a power of attorney you can sign as his power of attorney. You can never just sign your husband’s name.
Archived
The personal representative is authorized to administer the estate under thea Independent Administration of estate act with
Barbara's answer
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Answered on February 24, 2018
Your sister was required to follow standard landlord-tenant law. So she could not kick you out without a 60-day written notice. If she didn’t do...
Would I be able to ask a judge in California probate court to appoint a qualified attorney for me , if I already have one?
Barbara's answer
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Answered on February 24, 2018
No, the judge will not name an attorney. A probate attorney is paid out of the estate, so the executor doesn’t have to have funds to pay the...
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Archived
I recently learned that my father had passed in January 2017. My brother and I were not notified of his passing.
Barbara's answer
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Answered on February 22, 2018
Was your father married? If all assets were jointly owned with a spouse, no court proceedings are required after the death.
Archived
How does the state handle people living in assisted living who run out of resources ?
Barbara's answer
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Answered on February 21, 2018
They have to move to a skilled nursing facility that accepts Medi-Cal.
Archived
My trust says after I die,any remaining balance in my trust goes to the family's charitable foundation.
Barbara's answer
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Answered on February 20, 2018
It depends on the terms of the trust. If a charitable trust gets below a certain amount, it often has to be distributed to the specified charity....
Archived
Does an executor of a trust have to issue a grant deed for a life estate?
Barbara's answer
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Answered on February 20, 2018
Your job as trustee is to carry out the terms of the trust, which would include doing the life estate deed. But this is not as simple as it may...
