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COVID-19 California Elder Law Questions & Answers
1 Answer | Asked in Elder Law for California on
Q: Hi I'm looking for someone to read some legal paper work my mom nursing home wants me to sign

My mom is able to sign paper work due to a stroke from COVID-19 in February 2022 her nursing home wants me to sign paper work I don't understand

Adam Stoddard
Adam Stoddard
answered on Dec 19, 2022

I would imagine the paperwork is standard admission documents, financial documents, and likely advanced care directive documents. If your mom is going into a nursing home and had a stroke, you should likely setup a trust or will if you have not already for her, and you should probably work on... View More

1 Answer | Asked in Estate Planning, Banking and Elder Law for California on
Q: Can a check made out to the sole trustee of a revocable living trust be cashed without a trust account?

Elderly father received check after home refi. It’s made out to him as: “Name, as trustee of the abc trust”. It cannot be reissued.

Trust is a revocable living trust. Mother and father were the grantors and only 2 trustees. Mother passed away, father is sole trustee now (successor). I... View More

James Edward Berge
James Edward Berge
answered on Oct 27, 2020

It’s a common situation, but every bank and credit union and other financial institution has its own rules. My experience as an estate planning specialist with over 25 years in the field is to simply have your dad endorse the check on the reverse side as follows: “For deposit only”, and then... View More

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