Can someone be the advanced healthcare directive and also be the appointed person to handle the patients estate/will?
The patience is being given seizure medicine daily. He cannot recall things that happened the same day and get names.locations and dates confused.
Is this legally allowed?
answered on Feb 2, 2023
A natural person cannot be an advance healthcare directive because that is a legal document and people are not legal documents, but a natural person could serve as the person appointed as health care agent under an advance healthcare directive or medical power of attorney. The same person serving... Read more »
Can mom make me take care of brother
answered on Jan 30, 2023
Your mother can do whatever she wants and, according to the law, she needs to be the one to prepare her Trust or Will however she wants. If a beneficiary is not interested in taking care of a sibling, it would be better to put that sibling's inheritance in a trust that someone else (a friend... Read more »
Basically my father wants to leave the property he has in New York State to me in a Will, 4 acres, 2 to me and 2 acres to his stepson and Step Daughter. What I would like to know if it is best to Will it to us or if there is another way we should be handling it before he passes on? I and him live... Read more »
answered on Jan 28, 2023
Most people will benefit from a Living Trust, coupled with a "pour over" Will (it pours your stuff over into the Trust -- I did NOT invent that name myself). A Trust allows you to plan your estate without it going through the Probate process after your death (even a modest estate without... Read more »
Basically my father wants to leave the property he has in New York State to me in a Will, 4 acres, 2 to me and 2 acres to his stepson and Step Daughter. What I would like to know if it is best to Will it to us or if there is another way we should be handling it before he passes on? I and him live... Read more »
answered on Jan 29, 2023
Greetings Chico. I agree with the other attorneys' answers, however, I wanted to add that your father can execute and record a new deed adding you as a joint tenant with the right of survivorship. If you survive your father, then you will become the sole owner after recording a Affidavit of... Read more »
Four months after I presented a schedule B to be added to my trust and repeatedly said I did not want it in the body of the trust, I signed the final copy with the schedule B in the body because the attorney said it could otherwise be lost. There had been no discussion about it being in the body.... Read more »
answered on Jan 28, 2023
Whether language is contained in the body of a document or in an attachment that is incorporated into the body makes no difference from a legal standpoint. It’s all part of the same document. Yes, your lawyer should have honored your request to draft the document the way you wanted it. But... Read more »
They are not selling it at present. They both own it as joint tenancy. So basically if one dies the other automatically owns it. But my husband wants his half to go to our kids. Would a living trust simply stating his wants be enough to over ride the joint tenancy? And would he need to make the... Read more »
answered on Jan 27, 2023
As a first step, I recommend severing the joint tenancy by filing a tenancy in common (TIC) deed. The next step is to create a living trust and then fund the trust with the property by way of a trust transfer deed. This will insure a smooth transfer of the property without probate to your kids... Read more »
I was told taxes were paid out of family trust, I have resided on this property for 15 years . My brother and sister were suppose to be signing me as sole ownerbut My brother unexpectedly passed away and he never switched into my name. He told me the property taxes were all paid but I found out... Read more »
answered on Jan 27, 2023
If your brother died prior to closing the estate, whomever is named as the alternate executor in the Will needs to apply to be named as executor to handle whatever tasks remain to be completed.
If the family trust is obligated by the trust instrument to pay the taxes, you should approach... Read more »
My mother has been ruled incompetent, and I am one of four siblings who share a quarter of a living trust. Four of the four siblings have the power of attorney. 3 out of 4 siblings, including myself, are successor trustees as of 7 years ago. We're selling a property in Los Angeles for $12... Read more »
answered on Jan 23, 2023
I will start by saying this: You really need to get the assistance of an estate planning lawyer because it does not appear that you understand how trusts work or what your mother's trust says. First, I don't know any lawyer who would write a trust with four people named as successor... Read more »
The taxes but never changed the deed dose he and his children now own the house.and if not what do her children do now
answered on Jan 21, 2023
There is an area of law called “squatter’s rights”, which allows people who continuously live by themselves in vacant property for a certain period of time to apply for ownership. Each state has different rules and requirements to gain ownership. It’s hard to tell if these laws apply to... Read more »
the corporation. Can I transfer the property in to my trust in ca without any tax consequences.
Do I need to create trust before transferring
answered on Jan 21, 2023
Anyone can place their real estate and other assets into a revocable trust (a trust that can be changed or modified by the owner, who is called a Settlor or Trustor) at any time and there shouldn’t be any tax consequences. Schedule A to the trust should list the corporation as an asset of the... Read more »
answered on Jan 19, 2023
We'll start with the deed. With the joint tenancy, when Dad dies, the survivor (Mom) gets the property. However, if Dad received an order or judgment in the divorce which said the property will be solely his, that should be enforced to reform the title [removing Mom]. Now who gets it? It... Read more »
trust creator specified in trust that if benificiary prdeceases distribution than it passes to his issues
answered on Jan 19, 2023
If you want a document (like a trust) to be included in evidence, it can be submitted as an exhibit to a declaration. The declaration should be in conjunction with a motion, application, hearing or proceeding of some type. You might want to consult a local attorney for more explanation.
Also can I legally change the family trust to remove them as a beneficiary once legal proceedings have started? Or is that grounds for accusing me of shielding assets improperly? Also so far there are no distributions being given to my beneficiaries.
answered on Jan 19, 2023
Your beneficiary only has a theoretical right to a future benefit. You have the right to change or remove your beneficiaries (and shares) at any time and regardless of the reasons, including keeping assets from their creditors. Also, a trust attorney could help you modify your trust so that the... Read more »
Parents creates a DPOA.
Later on in life 2 doctors state in writing "unable to direct personal and financial affairs."
Later, parent tells other child " can you help me remove her as DPOA." Because parent and DPOA had arguement about healthcare.
Sibling... Read more »
answered on Jan 19, 2023
If the parent needs protection to avoid others taking advantage, the best course is a conservatorship. The conservatorship will supplant any powers of attorney and provide additional powers to the conservator. Otherwise, you can litigate to invalidate any new DPOAs on the basis of incapacity.
If a beneficiary on my revocable family trust is currently involved in a civil lawsuit can I remove them from the family trust? Or would a court consider this as trying to hide assets from creditors?
answered on Jan 14, 2023
A revocable trust can be amended at any time for any reason. Most trust also have "spendthrift" terms that clarify that a beneficiary's' "share" is not available to creditors until it is actually distributed to them. If your trust has that kind of term, you would... Read more »
I do Not Know What Form to file to continue collecting the debt owed to me
answered on Jan 16, 2023
It’s hard to know what you need. Most courts have a self-help center that can assist you with what form to use, but they cannot advise you after that because the people working there are not lawyers. Start there because it’s free. If you still need help after that, you’ll need to hire a... Read more »
I do Not Know What Form to file to continue collecting the debt owed to me
answered on Jan 14, 2023
Your question is not entirely clear, but it seems like you may need to file a "creditors claim" if the decedent has a probate open. If not, you may have to open a probate for them. But that could be more of a hassle and expense than you really want.
My grandmother had a revocable living trust in place and has recently passed away. She designated a friend as her successor trustee and named my father and my uncle, and all four of her grandchildren as beneficiaries in the trust deed. I've not actually seen the document, but I'm told it... Read more »
answered on Jan 14, 2023
If you are a named beneficiary of the Trust, even just 1%, then you are entitled to a copy of the full terms of the trust terms upon request. I would suggest making a written request, ideally by e-mail or letter, and then consulting an attorney if the trustee continues to refuse.
Her son insists that he should get her share. Dad is still living and won't change trust. Can my nephew dispute the trust after my dad passes.?
answered on Jan 8, 2023
The plan of distribution you have described is perfectly legitimate and rather common. The nephew would not be able to challenge is just because he does not like it. To challenge it he would have to prove that the parents (makers of the trust) were not of their right mind when they signed the... Read more »
No doctor either. I"m with Kaiser Permanente and their doctors don't keep track of what patients they have. I have a will but no one to carry out any end of life wishes.
answered on Jan 7, 2023
A California attorney could advise best, but your question remains open for two weeks. Yes, lawyers do handle such matters. Your question probably went unnoticed in the general Uncategorized heading. There are lawyers who work with living wills, DNRs, and related issues. You could repost your... Read more »
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