Archived
In living trust house left to nephew and parents child can child buy house from nephew and get full parent child exclusion
Candice's answer
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Answered on November 06, 2014
You may not be able to claim the full exclusion in such event, unless you show that the nephew is not receiving any part or value of the home. You...
Archived
I live in Ca. I need to grant limited power of attorney to a person living in SC. Do I need to fill out a Ca poa or a Sc poa ?
Candice's answer
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Answered on November 06, 2014
You must have the POA drafted and signed here in California, where you reside. I could not tell you if it will be sufficient to allow your family...
Archived
Son, 29, suffers from depression/bi-polar can/should I get POA for health care and /or financial matters or I set special trust?
Candice's answer
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Answered on November 05, 2014
Assuming he is willing to have you act on his behalf and he is able to understand the documents, then he can sign an Advance Health Care Directive...
Archived
Girl,30, has depression,what trust can be setup to keep 300K & provide for future welfare, not spend on alcohol, partying, guys.
Candice's answer
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Answered on November 05, 2014
You can include a Special Needs Trust provision for your daughter in your Trust. I recommend you speak directly with an attorney and seek their...
In California how can I decline executor appointment and replace position with deceased's wife?
Candice's answer
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Answered on November 04, 2014
You may sign a declination to act form, but the next person named in the Will as successor executor takes over. You may not have authority to...
Archived
Somebody died owing me $20,000. I was told I had to file a creditors claim... Is that done as simply as it appears on websites?
Candice's answer
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Answered on November 03, 2014
If there is a pending probate for the deceased, then you can file a creditor's claim on a judicial council form in the probate case attaching all...
Archived
What are the legal rights of a estate planner whom is also the executive of estate , TheIr rights to come in with dumpsters
Candice's answer
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Answered on October 28, 2014
It is unclear what you mean by "estate planner" and Executive. Is there a Trust or Will in place? Is there a pending probate. You must look at the...
Archived
Accounting records
Candice's answer
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Answered on October 28, 2014
I agree that you should have an attorney assist you. You will likely have to go to court to demand an Accounting and Petition for the Conservator's...
Archived
Power of attorney
Candice's answer
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Answered on October 28, 2014
If sick and the power of attorney was valid when signed, then that would have prevailing authority. However, the terms of the medical and/or...
Archived
With no assets & a LPS conservatorship on behalf of my brother, will I be personally liable for all of his expenses past/present
Candice's answer
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Answered on October 23, 2014
No. You would have had to sign as a guarantor for the expenses to be personally liable.
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