AV Preeminent Peer Rated Attorneys
Vandenberg Afb Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
AV Preeminent Peer Rated Attorneys
Vandenberg Afb Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Vandenberg Afb Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • Serving Vandenberg Afb, CA and Santa Barbara County, California

  • Law Firm with 9 lawyers2 awards

  • Hollister & Brace was founded in 1966 by William A. Brace and J.J. Hollister III. Cases recently brought to a successful conclusion by Hollister & Brace include large class-action... Read More

  • Estate Planning LawyersCivil Litigation (including complex, class actions), and 50 more

Susan H. McCollum
Estate Planning Lawyer
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  • Serving Vandenberg Afb, CA and Santa Barbara County, California

  • Law Firm with 13 lawyers3 awards

  • Carmel & Naccasha LLP, founded in August of 2004, is a well-established and growing San Luis Obispo County law firm deeply committed to providing exemplary legal services to... Read More

  • Estate Planning LawyersCorporate and Business Transactions, Employment Law, and 12 more

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Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

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The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

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Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

My father and his late wife jointly own real estate in Calif, and both their living trusts are on the deed. The property is in a life estate.

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Answered by attorney Ronald William Lyster (Unclaimed Profile)
Estate Planning lawyer at Lyster, Inc.
I assume that the property was (and is now) your dad's primary residence.  By saying, "The property is in a life estate," do you mean that your step-mother's trust gives your dad the right to live there throughout his lifetime? What does her trust say (if anything) about what happens if your dad moves out or sells the property?  I also assume here that your dad and his wife had separate revocable trusts and each trust held an interest in the property as a tenant in common. If the property was held in trust (not as individuals), the executor of your step-mother's estate would have no power of disposition over it.  The person who controls her interest in the property would be the successor trustee of her trust. If, as I've assumed, the two trusts own interests as tenants in common, and if your step-mother's trust does not have provisions granting your dad rights to sell the property, you will need to rely on one of two things - the good faith voluntary cooperation of the successor trustee of your step-mother's trust, or an action to partition and sell the property.  Without seeing your step-mother's trust, and knowing precisely how title is currently vested, I cannot give you a better answer.
I assume that the property was (and is now) your dad's primary residence.  By saying, "The property is in a life estate," do you mean that your step-mother's trust gives your dad the right to live there throughout his lifetime? What does her trust say (if anything) about what happens if your dad moves out or sells the property?  I also assume here that your dad and his wife had separate revocable trusts and each trust held an interest in the property as a tenant in common. If the property was held in trust (not as individuals), the executor of your step-mother's estate would have no power of disposition over it.  The person who controls her interest in the property would be the successor trustee of her trust. If, as I've assumed, the two trusts own interests as tenants in common, and if your step-mother's trust does not have provisions granting your dad rights to sell the property, you will need to rely on one of two things - the good faith voluntary cooperation of the successor trustee of your step-mother's trust, or an action to partition and sell the property.  Without seeing your step-mother's trust, and knowing precisely how title is currently vested, I cannot give you a better answer.
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Can my name be excluded as the beneficiary for a life insurance policy after my mother's death? How?

Answered by attorney Christine James
Estate Planning lawyer at James Law Group
Me know if you were already a beneficiary but you need to call the insurance company. If it was a joint policy or he was the owner it is possible.
Me know if you were already a beneficiary but you need to call the insurance company. If it was a joint policy or he was the owner it is possible.

I have a power of attorney for my mom will that apply to medical decisions or do I require a separate medical power of attorney?

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Answered by attorney James P Frederick (Unclaimed Profile)
Estate Planning lawyer at Frederick & Frederick Attorneys at Law
It depends on the terms of the POA. In many cases, the same form can cover both areas. The separate medical power might allow for a more specific expression of intentions, if that is desired. These forms are best prepared by an attorney.
It depends on the terms of the POA. In many cases, the same form can cover both areas. The separate medical power might allow for a more specific expression of intentions, if that is desired. These forms are best prepared by an attorney.
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