Can can I change the trustee and the beneficiary of my Special Needs Trust if I find she is doing cash back on my credit card
Barbara's answer
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Answered on January 28, 2018
First, since you’re concerned, ask to see the credit card bill and bank statement each month. Make the request diplomatically, just wanting to stay...
Is there a time limit on settling a estate?
Barbara's answer
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Answered on January 28, 2018
You need to begin a probate now. That should have been done right after your father’s death. Speak with an attorney right away. If you have to...
Archived
Am I within my rights as a beneficiary in a Trust in CA. To request Trust bank statements for the activity of the year?
Barbara's answer
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Answered on January 25, 2018
You first officially protect those fees in writing. Almost a 10% fee is excessive. Either an hourly fee with a log, or a maximum of about 1.5% of...
Archived
My son was killed in a car accident 24 years old. Can the baby daddy be executor over his house. Also he was in jail for drugs
Barbara's answer
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Answered on January 25, 2018
Anything that lists you as beneficiary is yours, and doesn't go through probate. The father has no say or ability to object. If your son had a...
Archived
I'm the executor and primary beneficiary of a trust-Issues with Sibling
Barbara's answer
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Answered on January 25, 2018
First, it's important not to do any distributions to anyone till this is settled. As Ms. James said, you need to consult with an attorney. From now...
How to get Executor to help me as my Mom made her my Trustee and I need a new refrigerator?
Barbara's answer
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Answered on January 24, 2018
The trustee can put this limitation, if in their judgment it is necessary to preserve funds for your use. They could actually be trying to help...
Archived
How can my wife get a house under her name?
Barbara's answer
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Answered on January 23, 2018
She has to do a probate. Once she files for probate and notifies the bank, hopefully the bank will give her some time.
Archived
Will this manner of vesting be correct for the Deed of Trust without stating the settlor's as trustees?
Barbara's answer
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Answered on January 22, 2018
No, it should say Trustees. "John Doe and Jane Doe, Trustees, ..."
Archived
Disabled adult question?
Barbara's answer
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Answered on January 22, 2018
Most adults with Down's Syndrome do not have capacity to sign a power of attorney. As others have said, what you may need to do is to file for a...
Archived
Siblings live in house and mother passed away middle January the house is in living trust how much notice to give to pay rent?
Barbara's answer
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Answered on January 22, 2018
Do you want them to pay rent, or do you want them to move out so the house can be sold? In most cases, you'd rather have them move out. Family...