A lawyer friend suggested an irrevocable trust. Does that make sense?
Thank you,
It is not clear what “further taxation” concerns you. Is it income tax? Estate tax? Real property taxes? Something else? It could be that you yourself do not understand the taxation of SSDI benefits. You should consult with a tax advisor about that. Most likely you will not need any kind of... Read more »
I need to know if she can legally do this. I bought the policy, paid for it, signed all the paperwork. It took us months to file the claim, and just as the check was issued she had her lawyer call to declare her as “the contact”. This would not have happened as it did if our agent was involved,... Read more »
I'm sorry to hear about your situation. If you have already demanded the executor repay the money she has inappropriately taken, you can have a lawyer send her another demand letter. But my guess is that you will need to file a Petition in the Probate Court. Once a probate matter has been... Read more »
My Grandparents have made a condition on their Trust that no funds should go to issues of my Mom who are not permanent residents of the United States. I have been living in Germany under temporary residency permits and now I’m in California considering moving back to US now in order to protect... Read more »
The term "permanent resident" of the U.S. in immigration law context refers to someone who is NOT a U.S. citizen but has obtained the right to permanently reside in the U.S. (a.k.a. Green card) and is physically present in the U.S. typically at least 6 months out of any year (so not to... Read more »
He used home for collateral then dide before pay it off .. the property is still in my grams name .. but I was sued for the loan he had wirh someone else now I have. Alien on my property.. he never put the property in his name it’s always been in my grandmas
If your grandmother's home is still in her name, and I'm assuming she is deceased, you must file for probate. It is the only way title to the property can pass to her heirs, typically children, then grandchildren. It's not clear when you say there's a lien on your property.... Read more »
5 things were checked off in the box for them to fix before the trust can be filed and the entire package was completed and signed when the agent was present. I don't know who to contact , can you explain to me who I can contact to help.
A lawyer would need to know why you are trying to record the trust because that isn’t the normal procedure. Does the County Assessor want to see the trust g(as opposed to the County Recorder)? Most estate planning lawyers should be able to help you with administering the trust (assuming your... Read more »
When I have asked to be informed, I'm denied any info other than I'll receive a settlement statement at close. The trustee is making errors and not letting anyone help. I'm a real estate Broker with knowledge. What can be done to receive information?
Get counsel to assist you in asserting your rights as a beneficiary. If it cannot be resolved informally, Court may be necessary to get the trustee's accounting and report, as well as, possibly remove the trustee due to breach of fiduciary duties.
...and took the titles to everything. She hasnt been in his life for decades but knew his elderly mother who my friend was caring for upon his death. Do I have any recourse? I know he wanted me to have these items as we were good friends for a long time and were close until his demise. He knew his... Read more »
It depends on whether he left a trust or will detailing his desires. Most Americans say they will get a trust or will “someday”, but never end up doing it before passing, which leaves a mess for their loved ones to clean up. I’ve read different statistics, but somewhere around 60-70% of our... Read more »
Most trust administrations do not need to involve the probate court, but there are exceptions. For example, if someone had a trust but failed to put $166,250 or more worth of certain assets into the trust, then the assets outside of the trust would need to go through the probate court process and... Read more »
Do you mean you need an attorney to file a Heggstad petition for you? Or you want an explanation of the case? I don’t understand your question.
My Grandparents made their Living Trust in 1993 while my Mom and I were living in Iran. In their Trust they Place a condition that my Mom has to leave Iran and become a permanent US residence before getting equal share, further it instructs no distribution to be made to children of my Mom who are... Read more »
Unfortunately, the only way to answer your question is to read the trust. Taking a few lines out of a lengthy document is not enough information for lawyers to give their thoughts and impressions because certain terms will be defined in your document and using a different definition will change the... Read more »
My Grandparents made their Living Trust in 1993. In 1995 my Grandmother passes away , in 1998 my Grandfather makes some changes to Trust as a survivor and his Trust is known as Trust B while my Grandma’s is known as decedent Trust “A”. My Grandfather passed away in 2007. Trust A instructs... Read more »
I suggest you hire an attorney to perform a detailed reading of the trust, write a description of the trust provisions, and explain the interaction between the trust components.
The information presented here is general in nature and is not intended nor should be construed as legal advice... Read more »
My brother recently was nominated by the court as successor trustee after he filed a petition. The trust instructs that if the nominated trustee is deceased or unwilling a successor trustee will be nominated after receiving majority of the beneficiaries vote however the beneficiaries were not... Read more »
You need to have an attorney look at both the trust document and the petition your brother filed. You seem to raise valid objections to your brother's appointment as successor trustee. If you were properly served with your brother's petition, you would have had to file an objection to... Read more »
I'm assuming you mean an involuntary removal of a trustee. For that, you'll need to file a petition with the probate court in the county where the trustee conducts its business and prove to the court's satisfaction of the need for the removal by clear and convincing evidence of... Read more »
What forms do I file a petition with the Probate Department to remove a power of attorney based on financial elder abuse? I have already contacted APS and local police, they are telling me to request the courts for the POA to hand over financial records so the POA can be removed due to the abuse.... Read more »
Unfortunately, this situation will likely require a conservatorship, which is a court-monitored process that can and will revoke the Power of Attorney. If the older adult had a trust in place, it's possible that a conservatorship would not be necessary. Either way, please consult an elder... Read more »
Does the estate get divided between the living children. My mother said she only wanted her children to have her estate or does the deceased children receive it?
If your Mother died with a trust, the terms of the trust will determine the distribution of assets to her descendants.
I suggest you have an attorney read your Mother's trust and explain the distribution of assets when an heir dies before the distribution of assets.
The... Read more »
But took all assets and disappeared. Now back with same will after i paid off house and filed in blind behind my back duing lock down virus
It is difficult to know how to respond to your question without more information. Certainly, if someone has falsified a document and used it in court, there is no way a judge would allow the document to be used UNLESS no one testified or proved that the document was fake. On a different point, if... Read more »
73 when he passed
It would be easier to ask the person responsible for your grandfather's estate (trustee, executor or administrator) or another relative in your family. There is no public database of attorneys and clients, especially since the attorney-client privilege prevents lawyers from talking with a... Read more »
My daughter and I have taken care of my Mom for the past 9 years. She lived in assisted living; however, we paid the bills, took her to dr. appointments, did her taxes and ran errands. We spent a lot of time with her. My 4 siblings would visit her maybe once a year. My siblings became upset with... Read more »
My condolences for your loss. You should seek your own attorney to represent you independently of your sister co-executor. Attempting to complete administration without counsel, especially under the circumstances you are now facing, is not something that you should try.
I have power of attorney for my mother. She wants her things. How do I get them? (Edit) Mother is currently in Hospice care, so time is of the essence
You start by calling your uncle and requesting that he give you the items. If that doesn’t work then write him a letter and enclose a copy of your POA. If that doesn’t work hire an attorney to write a letter. If that doesn’t work you will probably have to file a lawsuit.
I learned this from experience with California clients who own co-ops in New York: The managing agent of the co-op must transfer title to the trust. You cannot do it without the managing agent. Good luck!
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