Comments for San Diego Estate Center - Wills and Trusts Lawyer Blog

Comment on What is California Probate? by Roy Newman

Roy Newman — Fri, 16 Jan 2009 20:23:07 +0000

Those are serious allegations which go beyond the scope of this website. You should consult a probate attorney immediately.

Comment on California Conservatorship: Conservator of the Person, and Conservator of the Estate by C.R.

C.R. — Fri, 16 Jan 2009 19:28:20 +0000

renee, gosh I feel bad about here situation. did you explain everything to the person that is going against you. everything that was in the conservatorship? you know honesty is the best policy when it concerns estate. if you mislead someone, then you won’t be getting their confidence. sometimes things have to end. it should be done openly and honestly with everyone. You wouldn’t like it if others did things that effect you behind your back.

Comment on What is California Probate? by C.R.

C.R. — Fri, 16 Jan 2009 19:19:06 +0000

what if your paternal and maternal parent’s died. they leave a will but you are never notified about things and when you try to look into it you are physically harrassed by the police and other law enforcement peopleI was thrown into a jail and beaten badly when I tried to look into my mothers estate). these people and other people who are heirs constantly send in people to entrap you, hurt you, hinder you. they pay judges, attorneys and others to stop you. they poison you, try to murder you, mentally drive you crazy and then entrap you. they embezzeled from my business, stole mail to keep the probate hearings out of my reach amoung other things. my mother M and my father F are dead. y family even surrounded me to get what isn’t thir biologically. I need help since the estates are very large. I am willing to take a dna test and to take lie detector test to prove what I am saying. there has been so much fraud that I don’t know what to do. please help me

Comment on California Personal Representative – Duties and Liabilities by Anjanette

Anjanette — Thu, 08 Jan 2009 17:52:03 +0000

Excellent site. Good work.

Comment on Irrevocable Life Insurance Trust by Tim Patton

Tim Patton — Wed, 31 Dec 2008 21:49:18 +0000

Is there a minimum ILIT income triggering the filing of the 1041? >$600 ???

Comment on California Living Trust Mills – Scams, Elder Law Seminars, and High Pressure Tactics by Roy Newman

Roy Newman — Wed, 26 Nov 2008 01:55:19 +0000

The best place to start would probably be with the Office of Attorney General in the states where they were prosecuted. I believe many of the cases were settled out of court before going to trial - which leaves a very small public paper trail. You might be able to request a copy of the settlement agreement from those offices which contains that information.

Comment on California Living Trust Mills – Scams, Elder Law Seminars, and High Pressure Tactics by Marilyn Torvik

Marilyn Torvik — Mon, 17 Nov 2008 21:38:49 +0000

Where can one obtain access to the details of the suits against: American Family Legal Plan, Heritage Marketing and Insurance Services, Inc. as well as Family First (with HQ in Woodland Hills with several regional offices)? I am especially interested in lists of names of individual representatives/insurance agents, even at the “boiler-plate’ level, who worked for these companies in California, and how/where they were prosecuted.

Comment on California Conservatorship: Conservator of the Person, and Conservator of the Estate by Roy Newman

Roy Newman — Thu, 13 Nov 2008 20:26:41 +0000

There are a few things you can do to hold a conservator responsible - including a petition to remove the conservatorship - but your best bet is to consult an attorney who can advocate on your behalf against the court appointed attorney. It may take only a simple letter from your attorney to make sure that the court appointed attorney takes notice and begins to take more care in dealing with you. Finally - the advice here is only meant as general advice - the facts of your situation need to be analyzed in detail by an attorney and such a relationship has not been formed here.

Comment on California Conservatorship: Conservator of the Person, and Conservator of the Estate by Renee

Renee — Sun, 09 Nov 2008 19:40:17 +0000

My father asked for a court appointed attorney in regards to a Conservatorship. Now we are finding that she isn’t apparently free, nor is she on his side. As a matter of fact, she seems to agree with the other side 100% and not even take our side into account. She treats my father as if he is not there. She shockingly agreed to the conservatorship and sent her judgment to all parties but my father - without hearing us out. What are her responsibilities? Is there nothing we can do? She is representing the other side! I have been online reading about this and it is apparently an accepted practice. Is there a legal defense we can take against her? PLEASE HELP!

Comment on Irrevocable Trusts by Roy Newman

Roy Newman — Thu, 09 Oct 2008 22:39:00 +0000

As a trustee you must first look to the trust instrument for guidance in resignation. But be forewarned - as trustee you are in a fiduciary relationship with the beneficiaries which means you owe a high level of care to those involved - resignation must be handled carefully and may need to be approved by a court. For specific advice, you should consult an estate planning or probate attorney. You may be able to pay the fees from the trust corpus.