What forms need to be filed if my sister who is a trustee of my Mom's home wants to transfer in my name alone as beneficiary.

Hello. You don't necessarily need "forms" which can some time be misleading and too generic to be worth your while. You need your sister as...

How do I start the process of investigating whether my grandfather was in a sound mind when making this decision?

Hello. You have several options to follow. Some of them may not be feasible or easy to accomplish. One way to determine mental capacity is to find...

If a home is paid for and in a trust and a mortgage is taken out to pay one of the beneficiaries is that beneficiary liable?

Hello, Clearly your name will not be on the loan so you will not be liable for any loan taken out in the name of your sister or in the name of your...

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Hello. Without knowing more facts, it can only be assumed that the property will revert back to the Grantor who gave the life tenants a life...

Has there been any financial abuse case in CA involving a trustee and a beneficiary (who is experiencing psychological abuse).

Hello. Of course there are hundreds of cases in California where in which a trustee has abused their position of power by breaching their fiduciary...

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If a person files a forged document which affects the distribution of an estate can the administrator ( public guardian/admin...

Hello. To answer this question, you need to find out some more information. Who filed the forged document? Was it the Administrator? A Beneficiary?...

Need to understand more about guardianship near Laguna beach ,California. For my elderly parents

Hello. Question number 1 to you. Does either mom or dad have an estate plan already in place? If so, that is where you need to look first BEFORE...

Can a power of attorney be revoked ?

Hello. The simple answer is that a Power of Attorney (POA) can be revoked unless and until the Principal (the one who authorized and signed it)...

Utilizing capital loss within family trust

Hello. Unfortunately, without knowing all the facts it is impossible to give quality legal advice to you concerning your tax question, but one...

How to structure ownership when buying real estate with fiance (future spouse) to preserve my separate estate's 50% stake?

Hello. Pre-nupital agreements (in my opinion) are usually the first straw that destroys the marriage so keep this in mind as you get advice. ...