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Questions Answered by Jeffrey Louis Gaffney
2 Answers | Asked in Estate Planning for California on
Q: Can you transfer your trust from California to another state jurisdiction without a court order
Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on May 8, 2020

Unless a Court created the Trust then you are free to do what you want with it.

But there is no reason to "transfer" a trust. Except for self-settled irrevocable trusts, they are all pretty much the same and the states will recognize the other.

I am not even sure how you...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: My son passed away last August. I paperwork with his company for insurance is complete. What are the next steps in CA?

I have not filed any paperwork with the state. There is NO property other than books, furniture, personal items etc. and his insurance.

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on May 5, 2020

If there is no Will and no Trust and nothing but some personal property, then you really have nothing to do except take his personal items and distribute them. You and his mother will have equal rights to the belonging. If there are bank accounts then you need to use the money to pay his bills,... View More

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2 Answers | Asked in Family Law and Elder Law for California on
Q: Could I gain legal guardianship over my mother who has alzheimer's even though she's still married to my father?

My mother has alzheimer's and wanders out of her yard into the neighborhood but my father is in denial about her condition and puts her in dangerous situations. He refuses any help from the family. Is there a way where my brother or I could get legal guardianship over my mother?

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Apr 25, 2020

Conservatorship is a big step. It takes months, you need a doctor's opinion, and if your mother objects to it then you will not get it granted without a fight (a trial). If your father opposes it, then you have a different fight but still a family mess.

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3 Answers | Asked in Estate Planning for California on
Q: Can a legal assistant provide assistance with simple living trusts or will? Is it necessary to hire an attorney?
Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Apr 21, 2020

For an unlicensed person to give you legal advice is against the law. There are services and on line sites that give you a way to draft your own documents but they don't give advice. You can even buy a book.

A Will is pretty simple until you start trying to account for asset...
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4 Answers | Asked in Estate Planning for California on
Q: How can I insure that the property my husband and I aquired with my inheritance will go back to my family.

We have a 5 unit property that we purchase cash with my inheritance that I received from my mother in Austria. We have no children. We have a living trust, it is named in the trust, but we want it to go back to my family once my husband and I are gone. The way the trust reads is, that everything... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Apr 9, 2020

I wouldn't record it outside of the Trust because you would lose all the advantages the Trust provides (like avoiding Probate).

Just amend the Trust to read what you want instead of the "50-50" split you have now.

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3 Answers | Asked in Estate Planning for California on
Q: My uncle recently passed away and my sister & i live in his house and are both hiers to the estate.

Can the power of attorney evict us?

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 30, 2020

No, the Power of Attorney was only valid while your uncle was alive.

The person with control over the property now is the Trustee (if it is in a Trust), or the Executor appointed by the Probate Court.

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2 Answers | Asked in Divorce, Estate Planning and Probate for California on
Q: My mother in law died and left my husband and I over $200k. She didn’t put my name on the account.

Before passing, she showed me how to access the account and that she was glad it would help us. My husband didn’t know about the account value until I told him about it after she died. His grief pushed him over the edge, he got a girlfriend and left me after obtaining this account. Divorce has... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 20, 2020

If she never put your name on the account and never left it to you in a Will or Trust, then it belongs to him and him alone. Any inheritance like that is Separate Property and not Community Property, so you do not have any rights to it.

Sorry.

But if you are hiring a divorce...
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1 Answer | Asked in Family Law and Elder Law for California on
Q: Seeking conservatorship of dad, who's unable to communicate. He suffered a major stroke in March 2018. Veteran of USMC.

Had been in a Skilled Nursing Facility since the injury. But currently in Kindred Hospital Ontario. Waitng to be transferred back to Inland Valley Care in Pomona. Hopong to get him transferred to Lancaster, to be closer to home. He's receiving Military pension, VA Disability and Social... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 18, 2020

Conservatorships come in two types: the person and the estate.

Conservatorship of the person allows you to make medical and personal decisions. Conservatorship of the estate allows you to handle his finances. Both take a few months to get (add an extra couple months due to the Corona...
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1 Answer | Asked in Communications Law and Elder Law for California on
Q: Had a good friend of over 20 years suddenly passed before we could discuss everything that needed to be done legally.

Was the contact and his emergency contact for him when in hospital. He was hospitalized since September 2019 & found out he had lung cancer as well as other GI problems. Went home on his birthday January 31st. He was getting stronger but I got sick and was unable to see him. Then I got busy... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 11, 2020

No.

I am sorry but last wishes must be in writing, ether handwritten and signed or typed and witnessed.

Any assets that he left behind belong to his creditors and his family (even if they cannot be found). Eventually some asset search company will find this abandoned money and look...
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1 Answer | Asked in Estate Planning and Elder Law for California on
Q: Is there anyone that can help me with a conservatorship with little or no money for retainer?

My husband is suffering from cognitive decline and has lost almost everything. His employees and ex business partner have stolen so much from us.

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 10, 2020

It depends on what you need. The Legal Aid Society and other agencies have free conservatorship clinics (I volunteer at the San Diego one); Google around. They normally only will do conservatorship of the Person, which gives you the right to run that person's life and medical decisions.... View More

4 Answers | Asked in Civil Litigation and Estate Planning for California on
Q: common law marriage and inheritance

My father passed away and left no will. He and my mother were divorced, and he lived with another woman for 18 years unmarried. There are a few small things I would like to have as keepsakes, and his vehicle was in his name alone. As his blood relative am I entitled to these few things? or is... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 6, 2020

There is no common law marriage in California. She has no rights to his property.

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3 Answers | Asked in Estate Planning and Probate for California on
Q: My mom died Wednesday, she left a handwritten/sealed will. We have a grant deed naming us both as 'joint tenants'

there is a mortgage on the townhouse but i am not sure what to do next; please advise. Do i need a Probate lawyer? Mom's doesn't have any other assets but has credit card debt.

Thank you

Jennifer

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Mar 6, 2020

You can do Probate yourself for small estates. Just buy a How To book (I like the NOLO book).

The house is yours now if the deed had you as a joint tenant. You need to file an Affidavit of Death of joint tenant with the County Clerlk, along with a copy of the death certificate, to get the...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: My brother had his lawyer draw up papers stating anyone who took property from my moms estate will be cut inheritance

Are these papers enforceable since it's not his property &there hasn't been a probate court hearing yet? Can this stop him fr being the administrator?

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Feb 28, 2020

This should not be enforceable at all. unless it is in the Will or the Trust. The very fact that he and his lawyer would say something so outrageous might be enough to keep him from being the Administrator if you can convince the judge that he does not have good intentions.

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2 Answers | Asked in Estate Planning and Probate for California on
Q: in California is it true that all assets get split equally between the beneficiaries without a will?

a parent recently passed away unexpectedly and they never got around to updating their pension, retirement accounts or will. The Will that we had was “dismissed” so that all of the children get equal shares however nothing was said about his pension which (because it was created so long ago)... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Feb 27, 2020

I think you are saying that the parent only named one child as beneficiary of his retirement account. If that is so, then that is a binding decision on the part of the parent.

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1 Answer | Asked in Elder Law, Probate and Estate Planning for California on
Q: My Lola's (grandma's) youngest son claims to have POA, will not allow my Lola and me to be together, Please reunite us.

POA is not Conservatorship, they are abusing POA. My Lola is my Valentine every single day, to keep us apart is cruel. When she asks for me and they don't allow me to see her, that is cruel and elder abuse. I used to be my Lola's 24/7 live-in care provider since her kids and grandkids are... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Feb 16, 2020

If you think she is being abused then you need to report this to Adult Protective Services in your County.

If you want to fix the problem of her being isolated from you, then you can ask for a Restraining Order for Elder Abuse. Isolating the elder from loved ones is considered abuse under...
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1 Answer | Asked in Domestic Violence and Elder Law for California on
Q: I have a question regarding filling out the Request for Elder Abuse Restraining Order Form EA-100.

On QUESTION 5A (Description of Protect Person) of form EA-100 it asks if the person SEEKING a restraining order "is 65 or older and a resident of California".

In this scenario, the person whom the protection is AGAINST (in QUESTION 2) lives in CALIFORNIA; however, the person... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Feb 14, 2020

Your question isn't quite clear.

If the victim (protected person) is in California then that is good and the questions are mostly about them.

Are you saying that the person requesting an order to protect our California elder is in NV? That is OK then, but you have to file...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: My twin sister passed away and did not leave will. Does that assets go to the living parent? She lived in California.

There’s a half sister and one other sibling left. I live here in Dallas. She had no children.

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Feb 7, 2020

If she was not married and had no registered domestic partner, then her assets go to her parents.

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2 Answers | Asked in Estate Planning and Probate for California on
Q: Hello, my mother passed away in December 2017. she lived with me for the last 10 years of her life. She had no will.

she had $1,400 in her checking account when she passed. I recently received a letter from her bank stating that after three years they may transfer her property to the state of California. Can I get this money and how do I get it? Thank you very much.

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Jan 6, 2020

If that is all she had, then all you have to do is execute a small estate affidavit (Google one) stating that you are the sole heir (or have your siblings sign it too if you have any). Notarize it. Attach an original death certificate. Show that to the bank. No lawyers or judges needed.

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1 Answer | Asked in Estate Planning for California on
Q: My husband received a letter from fidelity investments expressing their sympathy over the loss of his ex girlfriend.

They asked for a copy of the death certificate to process a beneficiary claim. It doesn’t say specifically he is the beneficiary but this letter came 3 years after her death out of the blue. We sent fidelity the death certificate after getting it from the state of her death. We have heard nothing... View More

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Jan 5, 2020

It sounds like he was still listed as a beneficiary on a 401K or IRA or something.

Don't be shy! Call Fidelity and ask for a status. They wouldn't have sent that form just for fun.

He wasn't married to her was he? Divorce automatically cancels naming your ex as a...
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2 Answers | Asked in Estate Planning for California on
Q: Is there a form to put my real estate property into my living trust? How can I get the form?

My house is in Massachusetts.

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Dec 18, 2019

You just use a deed. The deed transfers the property from the current owners to You, Trustee of the You Trust, dated Whenever, 1905.

There might be an extra form to go with it and there will be a small fee. The county recorder there is Mass should have a web site to give instructions.

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