This question has come up a few times lately when a co-owner of real property dies, and it is discovered that documents were recorded without the knowledge of the surviving co-owner that changed how the title to the real property is distributed. A recent client...
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Month: August 2023
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Do You Need a Special Needs Trust if You or a Family Member Are Receiving Social Security?
The answer is that it depends. When this question comes up with clients because they are receiving an inheritance or litigation settlement proceeds, my first question to them is what type of Social Security benefits are being received? If it is SSDI (Social Security...
My (Insert Relative Name Here) Needs a Conservator, But I Don’t Want It To Be Me – What Do I Do?
I see this issue come up often in my practice where a conservatorship is needed for someone, but the people who have priority to be appointed do not want to act or even petition for a conservatorship. If there is no family member or friend willing to act as...