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I previously asked you about my mom who has dementia and my
I previously asked you about my mom who has dementia and my sister who is disabled. I am the POA for both. My sister is in a skilled nursing facility paid by Medicaid since has no income. My mom is in… read more
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I was named co-beneficiary in my Fathers will. In that Will
Hi:I was named co-beneficiary in my Fathers will. In that Will there is a special needs/discretionary trust set up only for me the youngest of all my sisters. My older sisters are direct beneficiaries… read more
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We are buying a Condo with some financial help from our
We are buying a Condo with some financial help from our daughter. Is is better to put her on the title at closing or on a Life Estate with the condo going to her on our death? Is a life estate similar… read more
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My new husband had made a revocable living trust in 2003
Hello. My new husband had made a revocable living trust in 2003 with his wife then as co-owners of the their house and making their 3 sons as beneficiaries. His first wife died in2011 and he is on non… read more
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My mother passed away June 2013, she had a living trust
My mother passed away June 2013, she had a living trust stating that her house be excluded from the division of the estate and that it be left to me. I sent copies of the death certificate and the tru… read more
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When a Special Needs Trust is being formed, is a signature
When a Special Needs Trust is being formed, is a signature required from the disabled person that is capable of signing and has some understanding of the trust, is an adult, is not conserved, and no o… read more
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My daughters father died in Aug. 2012. Although he had 6
My daughter's father died in Aug. 2012. Although he had 6 children (the other 5 are not mine), he only left everything to one daughter. Her father left a trust and included everything on the trust acc… read more
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Dear Sirs, My Brother prepared a last will on 2009 in
Dear Sirs, My Brother prepared a last will on 2009 in which he gave all the personal properties to the Trustees of her trust prepared in 2007. Later, he prepared a notarized legalization in sound mind… read more
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My brother, Paul, died a few weeks ago and left a couple million
My brother, Paul, died a few weeks ago and left a couple million in trust funds to be distributed to his family. His wife, Barbara, died a couple years ago and left about 4 million to be distributed t… read more
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My question is about a Calif. Special Needs Trust. If the only
My question is about a Calif. Special Needs Trust. If the only asset in the trust is a condo with no mortgage, can the Trustee sell that condo to buy a different one which the disabled person prefers.… read more
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can I leave a condo in trust to my grandson with occupancy
can I leave a condo in trust to my grandson with occupancy rights to his mother to live there as long as she wants to… read more
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about Florida. My parents had a trust, both passed, my mom
about Florida. My parents had a trust, both passed, my mom in February 2012. Her Florida condo was in the trust which I inherit with an amendment. I m the daughter and cared 24/7 for Mom since 2003. T… read more
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We live in California. My Mom lives in New York. We were
We live in California. My Mom lives in New York. We were given a 73 page explanation of trusts for us to peruse (it's virtually impossible for us to read and understand the explanation - we are laymen… read more
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My husband and I are Florida residents. We have a condo in
My husband and I are Florida residents. We have a condo in California. We are planning to set up a Florida revokable living trust. Question: Will a Florida revokable living trust avoid probate in Cali… read more
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Whats the best way to protect assets of a retared person so
What's the best way to protect assets of a retared person so that we they die, they can be left to a specific person. An Irrevocable trust or special needs trust? An attorney told me "A special needs … read more
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MY WIFE AND I OWN PROPERTY IN JOINT TENDENCY, MY WIFE OWNED A
MY WIFE AND I OWN PROPERTY IN JOINT TENDENCY, MY WIFE OWNED A CONDO IN HER NAME ONLY. WHEN SHE PASSED AWAY, MY NAME WAS NOT ON THE CONDO. A LAWYER PUT BOTH PROPERTIES IN TRUST, NAMING MY TWO DAUGHTERS… read more
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My mom, sisters, & brothers would like me to create an irrevocable
My mom, sisters, & brothers would like me to create an irrevocable living trust for my two children so that they can give money gift every year to this trust with the goal to accumulate enough fund to… read more
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Responsibility to pay HOA special assessment and when the owner dies.
My mother has a property that was Willed to my sister. Two weeks before she died, a special assessment was applied. I, who had mother's POA, decided to pay the special assessment over 10 years with in… read more
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Thomas McJD

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Texas lawyer for 30 years in Estate law

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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