Mom's Los Angeles conservator has taken keys of my Hawaii property I own in joint tenancy w/ mom. Can I ask for key back?

As a general rule, a CA conservator has the power to control and manage the conservatee's personal property, wherever it is located, and all CA...

My son stole my husbands wallet & 6 hours before he died transferred money to an account that has his daughter as beneficiary.

In CA, if a person is in possession of property that belongs to a decedent'a estate, then a petition can be brought under section 850 of the...

How can I object

While each county is different, the CA probate code states that an interested person may show up at court the day of the hearing a register an oral...

My mothers Medi-cal maintenance need calculation has increased $545. on her monthly shared cost amount. What can we do?

Medi-Cal planning requires not only information about the applicant's income and assets, but also her needs and other personal information. Because...

Generally, wills are not a matter of public record while the testator is still living. This is because the testator has the ability to create a new...

Can a revocable trust be the bene of an ira

The short answer is: Yes; however, there are limitations when it comes to distribution and rollover if the trust is not structured properly. If you...

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Who do I need to record a Special Needs Trust to in California?

First, I hope your attorney-friend is an experienced estate planning attorney with a understanding of special needs trusts. Special needs trusts...

Complying with a Will

It depends on how the will is worded. Consult with your attorney.

What is the interplay between a Durable Power of Attorney for Asset Management and a TRUST? My Mom has both and I can't figure

A trustee has the authority to manage the assets held in the trust. When an individual has a trust, usually some assets are left out (either...

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Are there time lines for distributing assets from a trust?

The terms of the trust will advise the trustee as to what options are available. In the absense of express language to contrary, it is possible,...