Archived
With a living trust, is it better to do a power of attorney or a conservatorship when you can no longer make decisions?
Cecilia's answer
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Answered on August 09, 2011
If your mother is competent to execute Powers of Attorney, they are the easiest and least expensive way to help her. However, if you mother also...
Archived
In California, ia a Trustee of a Living Trust obligated to sumbit an acounting of the trust each year to the beneficiaries?
Cecilia's answer
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Answered on August 09, 2011
The terms of the trust will dictate accounting and notice requirements. Generally as a beneficiary under the trust you can request from the...
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Archived
What do i need to do my husband had a stroke i need to take over his finances
Cecilia's answer
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Answered on August 02, 2011
If you would like more specific answers, please contact my office to schedule a complimentary consultation. I can evaluate whether a simple power...
I have a revocable trust with my condo property included. If it sells. What do I do to delete the property from the trust.
Cecilia's answer
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Answered on August 02, 2011
Just to clarify, in order for a revocable trust to control any property, the assets must be formally titled in the name of the trust not just...
Archived
Is there a time limited on administering a irrevocable trust to the beneficiaries?
Cecilia's answer
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Answered on August 02, 2011
I agree that the trust documents themselves will dictate what is considered a reasonable timeframe for administration of the trust as well as what...
Archived
I have a notarized power of attorney, for my terminally ill grandmother, I presented it to her bank, which was faxed to their
Cecilia's answer
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Answered on July 27, 2011
I agree that the best course of action would be to first contact the bank to find out exactly why they are not accepting the power of attorney. If...
Archived
In August my sister became POA for my father because he suffered from a heartattack and at that time dr's were worried he might
Cecilia's answer
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Answered on July 27, 2011
Becuase your mother no longer has the capacity to execute a power of attorney for someone to act on her behalf, in order to give that power to...
Archived
My mothers Brother died about a month ago. There is no will or life insurance.
Cecilia's answer
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Answered on June 16, 2011
The Probate Court in the jurisdiction where he resided would be the place to file a petition for your mother to become the executor/personal...
Archived
Mother's death
Cecilia's answer
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Answered on June 16, 2011
The Advance Healthcare Directive governs the disposition of remains, so the agent under that document would have the authority to handle them. The...
What does being appointed a legal representative of an estate mean?
Cecilia's answer
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Answered on June 16, 2011
Legal representative, executor, personal representative are all terms that refer to an individual who is appointed by the Probate court to take...
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