If a trustee is named beneficiary on a life insurance account but directed to distribute to someone else?
Margaret's answer
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Answered on May 08, 2023
If a trustee is named as a beneficiary, usually the name of the trust is also named. The trustee can be trustee of a trust created by will or of a...
California Medi-Cal and inheritance.
Margaret's answer
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Answered on May 08, 2023
You are correct that the non-exempt asset limit increased to $130,000 in 2023. If your mother's non-exempt assets are below that amount (you...
WHAT CAN I DO TO PROTECT MY HOME FROM MEDI-CAL LOOK BACK?
Margaret's answer
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Answered on May 08, 2023
As long as the house is not a "probate" asset, Medi-Cal cannot make a recovery claim. Putting the house in the trust takes it out of the probate...
Archived
Does Executor have to give Estate Asset&Debt info to beneficiaries if so by what date after death
Margaret's answer
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Answered on January 12, 2017
Your starting point is to review the will and/or trust (you are entitled to a copy) to determine the disposition of assets and direction from your...
Archived
Is it illegal for someone to neglect to notify a person of a will??
Margaret's answer
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Answered on August 02, 2015
If your mother died without a will, you are entitled to a share (or all depending upon whether there was a surviving spouse or other children of...
Archived
Do i need a legal representative to sign a change in ownership statement death of real property owner?
Margaret's answer
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Answered on August 02, 2015
That form usually accompanies a document sent to the recorder to effect the change in title. If your mother had her property in a trust, and was...
Archived
Where does the corner get his information on the deceased before he notifies next of kin??
Margaret's answer
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Answered on August 01, 2015
The coroner has no business telling you what your legal rights are under either your grandmother's will or your mother's will. It sounds very odd...
Archived
Whats the best way to avoid probate?
Margaret's answer
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Answered on June 25, 2015
If your mother dies without a will, her assets pass according to the intestacy laws. If she has a surviving spouse and one child, each would get...
Archived
How Do I get my trust fund back?
Margaret's answer
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Answered on April 10, 2015
Your problem seems to be multi-faceted and should be broken down into pieces to first get more information and then to assess what, if any,...
Archived
Trustee paid beneficiary in cash every month...
Margaret's answer
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Answered on January 09, 2015
No. The one-sided cash record of the trustee is not enough. If the beneficiary signed receipts that he received the cash, that would be enough,...
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