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I am the beneficiary of a special needs trust that was to
I am the beneficiary of a special needs trust that was to protect my HUD housing voucher and Medi-Cal. My disability was for mental health and I had a HUD Shelter Plus Care voucher which is specifically for mental health reasons. Now the county has recinded my voucher saying that since I have been without symtoms for the 9 years that I've had the Shelter Plus voucher (even though I had problems before when I was not on medicine and was homeless). I need the money now to pay my increased rent and save what the trust was costing me annually, approximately $4000. I don't need a Special Needs Trust to protect my HUD benefits nor my Medi-Cal which I rarely have used. How can I get out of it? Please help me. Holly Anne Weirum
Attorney At Law
Doctor of Law w/ highest honors
Estate had roth ira with stocks worth 600000 at date of
estate had roth ira with stocks worth 600000 at date of death. they were not distributed to the 4 heirs (25%) on this date . the fmv is now 480000. are each of the heirs entitiled to 25% of 600000 or 480000. each heir should get 150000 or 120000?
Individual is claiming to be the "Heir at Law" deceased
Individual is claiming to be the "Heir at Law" for a deceased former employee. She is requesting a beneficiary distribution from his 401K Retirement account. How do we establish that she is the rightful heir prior to authorizing the distribution? She has only produced Death Certificates for the employee and his wife.
My brother had a will and a living trust. In s will he left
My brother had a will and a living trust. In his will he left my sister a portion of his rental house. My living passed away 5 months before my brother. My brother had a Survivorship Requirement which read: For all gifts uder this will, I require that the beneficiary survice me for sixty days before entitlement to such gift. We live in California. Who would get my sister's portion since she passed before my brother?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: I sent that in my message - CaliforniaJA: Have you talked to a lawyer yet?Customer: noJA: Anything else you think the lawyer should know?Customer: That's all I can think of. My sister has a husband still living and a grown daughter.JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Lawyer about your situation and then connect you two.
I am 66 and undecided as my best option of a will or doing a
I am 66 and undecided as my best option of a will or doing a quitclaim. My stepgrandson is my only heir and I want him to have my house with as little crap as possible. i DON'T waant a long probate like I just went thru with my mother. I still have a mortgage which he can handle with the insurance money. Is there an easy way to do this?
My Family Trust currently names my daughter as beneficiary.
My Family Trust currently names my daughter as beneficiary. I plan to change the beneficiary designation to a baby grandson (child of that same daughter) as well as any of her subsequent children. My daughter would be the trustee of the grandchild's trust. QUESTION: I would like to stipulate that in the event of accident, illness or disability involving my daughter, that she could then withdraw assets of the trust to pay for her own personal medical or maintenance expenses, especially in the event of long term disability. Can such a benefit be given to my daughter when she is also the trustee of her child's trust?
When can the statute of limitations be tolled? I have aView more legal questions
When can the statute of limitations be tolled? I have a situation where the trustees of my family trust commited some torts a little while ago, just over a year for a pretty serious case of defamation and intentional infliction of emotional distress and a few others, there's even a unlawful imprisonment charge. The trust owns the house I live in and provides my income. They've been telling me that if I sued them for any reason I would be evicted and they cut off my income because I threatened to do just that. The defamation and imprisonment claims are over the one year mark but do I have an argument here to toll that? Also, my sister was involved and she is not a trustee... It was the trustees who made the threats but would I be able to toll the statutes for a claim against her? I believe that if the defendant is directly responsible for causing the delay of filing then this can be done, I'd say that losing my house and income is a pretty good reason, do you agree?